
My name is Tom McNeill. I’m the president
and CEO of Asset Management Services Group. I
have over a quarter of a century of experience
in financial services. In 1983 I formed Allaire
Financial Services, Inc. and I am responsible
for the development of Price Trend Management.
This is a widely accepted computer model that
assists in tracking and evaluate how well certain
investments are performing.
How We Earn Our Keep
What we do to help make sure that your 401k does
the things you want it to do.
Every Investments Monitored Everyday
Soon you’ll come to a page that shows you
all the different types of stocks,
bonds,
funds,
etc. that go into making up each of TheBest401ks
five portfolios.
Everyday we check each and every one of these
investments
to determine if it is performing in a manner that’s
consistent with the portfolio strategy.
If we find investments that aren’t pulling
their weight, we make the necessary adjustments.
Monthly Statements/Quarterly
Reports
Working with your employer we will send you either
a monthly
statement or a quarterly
report (every 3 months) on how your
401k Plan is performing. As always, we will do
our best to keep the language clear and understandable.
TheBest401k Plan Management
Site
This site is open to anyone who drops in. But
once you’re with TheBest401k Program you’ll
get a secure user name and password that only
you will know. At anytime you can access this
site to see how the portfolio
you chose is performing. You can access your own
personal account information and make any changes
you want to your strategy.
Quarterly Newsletter (online
too)
Every three months, included with your quarterly
reports, you’ll receive a newsletter
with information about plan performance, our professional
insight on investment
trends and some common sense ways to spend less
everyday so you’ll have more for tomorrow.
To-the-Top Q&A
As an investor
in TheBest401k any and every question you might
have regarding your strategy,
how unfolding events might affect earnings or
on any issue relating to investing or your 401k
will go directly to the CEO of Asset Management
Services Group.
 
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