Note to Financial Professionals: This letter is approved for use without a prospectus. It must be printed on Prudential Securities stationary. Approved for use with public 3/01. Do not change the contents in any way.
Date----
Dear-----
The turmoil in today’s market is enough to test anyone’s investment discipline. With all the noise and emotion rising from Wall Street, it’s easy to make mistakes that could jeopardize your long-term investment success. Through the years, sophisticated investors have found that a strategy based on asset allocation, diversification, and professional money management has helped them weather the worst the market has to offer.
I can help you construct a portfolio founded on this process—one that will help you participate in good markets, while striving to minimize losses in bad ones. Managed Assets Consulting (MACS) offers a powerful approach focused on your specific goals and objectives. Through MACS, we will analyze your current investments, savings, cash flow, and long term goals. Then, using the latest portfolio management techniques, we’ll create asset allocation models that account for your individual preferences and risk tolerance.
Once you’ve decided on your allocation, I will help you select investment managers to purchase securities for your individually managed account, which can also be complemented by research-screened mutual funds. With MACS, you’ll benefit from:
- Ownership of individual securities
- Customization according to your needs, including the ability to limit exposures to certain securities or sectors
- A selection of more than 50 research-screened investment managers and over 100 mutual fund options covering most investing styles
- Ongoing oversight of managers by professional analysts
- Comprehensive quarterly performance reporting and year-end account summaries
- A single, annualized fee1
Your assets have grown to a point where taking a more systematic and professional approach to managing your finances makes good sense—especially in light of the ongoing volatility we’re seeing in the financial markets. Please give me a call, and we’ll discuss whether MACS is the right program for you.
Sincerely,
1Mutual Funds are subject to annual fund operating expenses. Call your financial professional for prospectuses for any funds in the program. The prospectus contains complete information including all charges and expenses. Read it carefully before you invest or send money.
Investment advisory services are offered through Prudential Securities Incorporated, and Prudential Financial Planning Services, which is a division of Pruco Securities Corporation. Prudential Securities and Pruco Securities are Prudential companies. PSI-A42358.