Investment Programs Overview

WFA's current focus is to offer investment programs utilizing sector or index funds from the Rydex family of mutual funds. We focus on the Rydex Fund family because it allows unlimited trading and because Rydex offers some of the most innovative and professionally managed funds available today.

We can also apply our programs to accounts held at Fidelity, Schwab, Waterhouse or other brokerage firms. If the Rydex funds are avilable, we will use them. If the Rydex funds are not available, we can use similar funds, although an investors returns wll be different from those using the Rydex funds.

For tax deferred investors, we can apply our managed approach to virtually anny variable annuity or variable life contract. We are, however, particularly fond of the American Skandia and Security Benefit variable annuities.

401(k) plans offer special challenges due to fund and exchange restrictions, so account minimums may be higher. We also work with employers on creating managed options within an existing 401(k) we can help preserve captial and reduce risk for employees.

All tables, text and images displayed herein is Copyright (1995-2003) by:
Windsor Financial Advisors, Inc.
P.O. Box 7936
Princeton, NJ 08543
(609) 720-0999

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