American Financial Management - Asset Management Firm


CONSERVATIVE STRATEGIES

AFM'S MANAGED INCOME STRATEGY
This strategy includes investments in bonds and/or cash equivalents. For investors with shorter-term time horizons of 1-5 years.

AFM'S BALANCED STRATEGY
Approximately half of this strategy utilizes fixed income as a "buffer" to help absorb the volatility of the equity portion, which provides the potential for growth. Recommended time horizon 1-5 years.


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Flexibility is the key to account management. With AFM, you can change your strategy as changes in your situation occur. This change can be made once per year with your personal financial adviser and is free of charge. Time horizons may help smooth market volatility. The higher the risk, the longer the timeline should be. Remember, even professionally managed accounts can incur profits and losses. Past performance is not indicative of future results. It is possible that trading activity could result in a taxable event, resulting in an indirect cost to the investor. American Financial Management does not give legal or tax advice. Investors should consider investment objectives, charges, expenses and risks of the investment company carefully before investing.