Reedy Asset Management, Inc. was founded on the principle that while not every client has identical objectives, every client expects results. Therefore, we have built our company with the following principles that not only set us apart in today's competitive arena, but also permit us to quickly respond to the needs of our clients, as well as market dynamics.
- Unbiased, completely objective financial advice - no commissions.
- Diversification - Our portfolios are diversified across a wide spectrum of assets classes to provide for growth and protection
- Superior performance - we invest in exhaustively researched stocks and bonds to generate superior performing portfolios. Real estate and trust deed allocations are implemented to reduce the volatility of our portfolios.
- Easy and secure access to client portfolios through the Internet.
- Safety of Assets - Accounts insured up to 150 million dollars with Charles Schwab as custodian for client accounts. Other custodians can be utilized.
- Individually designed portfolios - meeting the risk tolerances of the client.
- Tax advantaged portfolios - meeting the specific needs of the client.
- Easy access to information - full client access to Reedy Asset Management's web pages including featured news articles and company newsletters (see Company Newsletters).
- Easy-to-read reports - clients receive quarterly reports generated by Reedy Asset Management.
- Confidentiality - all accounts are governed by a client confidentiality agreement.
- Cost effective planning - Access to institutional no load funds and electronic interface to cut trading costs by 20%.