WEALTH DEVELOPMENT–THE DREW WAY
WEALTH DEVELOPMENT: THE DREW WAY
ROY P. DREW– Wealth Coach
LIQUIDITY
The systematic funding and maintaining of pools of liquid cash equivalent assets is a must for The Drew Way. Cash equivalent assets (T-bills & money market funds) represent power, freedom of choice, flexibility, and staying power.
SIMPLICITY
Investment product salespeople create a maze for investors with complicated hybrid schemes, programs, and mutual funds of varying descriptions. Investing at its best is simple.
With The Drew Way, financial vehicles that are easily understood and monitored, relatively safe, and powerful will be selected. U. S. T-bonds and well-known common stocks with long-term value fit the description.
SCRUTINY
Knowing when to invest and having money safely on the sidelines are the keys to making big investment profits. When people go to the horse race track, most feel that a wager must be placed on each race. They have a lot of action and a commensurate number of losers. Their losers are almost always greater than their winners.
Successful portfolio development is different. Under The Drew Way, commitments are made after close, thoughtful, scrutiny during which risks are exposed and are judged acceptable or unacceptable (S W O T T). As your personal Wealth Coach, I will teach you how to scrutinize investment opportunities for risks and, if you choose to retain my services, I will perform due diligence services for you, or provide expert second opinions on situations you request.
Simply put—there are 3 places to be with an investment portfolio, in stocks, in bonds, or on the sidelines until the risks are acceptable. **Real estate requires a lot of capital and at this time (Spring 2008) the timing is all wrong for real estate investing.
CONSTRUCTIVE PATIENCE
Successful portfolio development employing The Drew Way potentially requires a lot of patience. Constructive patience creates luck. Luck arrives when preparation, experimentation, and opportunity come together. The more prepared a person is, the luckier a person is.
Roy P. Drew is a (Fee Only) Registered Investment Advisor. He sells no products of any kind.
Roy P. Drew “PROPHET OF PROFITS”
850-830-1365 rpdrew@cox.net
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