Investment Advice and Planning In addition to providing you with tax compliance and planning services, Expat CPA has associated itself with a specialized division within Morgan Stanley that focuses in dual directional vehicles. These are investment programs that look to benefit in both the rise and fall of the asset class they specialize in. The money managers that handle these types of programs do not believe a declining market is an excuse for losing money. Of the ten programs in the recommended portfolio, seven of these programs existed in 2008, the worst investment year since the Great Depression. Six of the seven investment programs were profitable that year. The seven programs, equally weighted had a +10.4% return in 2008. The majority of these types of investment programs have only been available to retail investors over the last several years. I believe after your review of these investments you may conclude this is a superior way to invest than your current investment strategy. All the investments have verifiable performance records offered by major financial institutions and accredited by reliable accounting firms. We look forward to providing you with the best services as it relates to your overall financial well being. For more information on this matter or if we may be of further assistance please contact us by e-mail at info@expatcpa.com or complete the information request form below or call us at (714) 939-7670.
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