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Private Advisor Access
Your Accountant & CPA
Archer Financial Advisors Network is a leading turnkey asset management provider for accounting professionals. We provide your accountant or CPA with professionally managed portfolio models to allow them to tailor a portfolio to your individual needs.
Our investment methodology, fee structure and commitment to outstanding service make us a good choice for accountants and CPAs seeking to help you invest by offering you financial services.
With over 17,000 mutual funds to choose from, just developing your own portfolio of mutual funds can be time consuming and confusing. We have reduced this complexity by offering 5 structured investment portfolios for you to choose from.
Each portfolio has a different asset allocation model based on a profile of your risk tolerance and investment objectives.
With the help of your Accountant or CPA, you choose the one the most closely resembles your personal Risk Tolerance and your Archer Financial Advisor does the rest.
Click here to see an overview of each portfolio.
STEP 1:
Ask your Accountant or CPA
about creating your personal Risk
Tolerance profile before deciding on
any of the structured portfolios.
After contacting your Accountant or CPA to determine your personal Risk Tolerance then you should ask him or her for the detailed Structured Portfolio document that fits your profile.
Archer Investment Corporation is a Registered Investment Advisor. The Archer Financial Advisors Network is a dba of Archer Investment Corporation. All client model portfolio accounts are held and maintained at TradePMR, member FINRA/SIPC.
Mutual fund companies impose internal fees and expenses on clients. Such fees are in addition to the 1% (negotiable) advisory fee associated with the management of the model portfolios described in this web site. Complete details of such internal expenses are specified and disclosed in each mutual fund company prospectus. Complete details of advisory services and fees associated with the model portfolios are described in the Archer Investment Corporation's ADV Part II and Schedule F. Clients are strongly advised to review these disclosure documents prior to purchasing any investments or services.
Archer Investment Corporation is also the investment advisor to The Archer Balanced Fund which is included in most Archer Financial Advisor network model portfolios. In such portfolios, Archer Investment Corporation ears an advisory fee at the fund level as well as an advisory fee for managing the model portfolios.
Clients may purchase shares of mutual funds directly from the mutual fund issuer, its principal underwriter or a distributor without purchasing the services of the Archer Financial Advisor Network or paying the advisory fee on such shares (but subject to any applicable sales charges). Certain mutual funds are offered to the public without a sales charge. In the case of mutual funds offered with a sales charge, the prevailing sales charge (as described in the mutual fund prospectus) may be more or less than the applicable advisory fee. However, clients would not receive the Archer Financial Advisor Network's assistance in developing an investment strategy, selecting securities, monitoring performance of the account, and making changes as necessary.
You should carefully consider the investment objectives, potential risks, management
fees, and charges and expenses of any mutual fund before investing. A fund's prospectus
contains this and other information about the fund, and should be read carefully
before investing. You may obtain a current copy of any of the fund's prospectuses
contained in the Archer Financial Advisor Network model portfolios by calling 800-
Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Performance of the model portfolios may vary depending upon when they are rebalanced and when initial purchases are made.
Archer Investment Corporation
9000 Keystone Crossing, Suite 630 -
www.archerfan.com
800-