FEE STRUCTURE<\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc., is a fee only portfolio management company. Our fee structure is similar to and competitive with those charged by trust companies, mutual fund managers, and other professional money managers.<\/p>\n<\/div>
<\/div><\/div><\/div><\/div><\/div><\/div>Core Services<\/p>\n<\/div>
<\/div><\/div><\/span>BECOMING ACQUAINTED<\/h2><\/span><\/div><\/div><\/div><\/div><\/div>When Roxie Webb Securities Management, Inc., is retained by a new client, much care is given to the introduction process. That sharing of information normally involves analysis of personal financial statements, going over sources of income and expenses, reviewing tax returns, wills, trusts, and other relevant facts. Goals are established cooperatively between RWSMI and the client after a thorough analysis of needs and objectives. Objectives do change from time to time, and shifts in portfolio structure can always be made in consideration of new directions.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>Successful Asset Management<\/h2><\/span><\/div><\/div><\/div>Success in securities management is measured by profitability and customer satisfaction. Competition in asset management these days is intense, and positive results are best realized through the efforts of professional and full-time securities\u2019 management.<\/p>\n
While some people are successful in managing their own securities programs, they rarely have the skills, experience, or time to achieve maximum results consistent with their needs and objectives.<\/p>\n
Most investors who administer their own programs are prone to fall into the trap of the physician or lawyer who treats himself. Emotions can get in the way of rational thought when one\u2019s own finances are involved.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>DIVIDENDS AND INTEREST<\/h2><\/h2><\/span><\/div><\/div><\/div>Dividends and interest income are important considerations, even if a client\u2019s primary needs aren\u2019t high levels of income.<\/p>\n
Stocks, for example, which may fall in price, but which have a history of paying dividends, often reach the bottom of a price decline at a point where the current yield of the dividend is near the interest rate paid on standard bank savings accounts.<\/p>\n
Further, every dollar of dividend income received reduces a client\u2019s risk in stock ownership. Non-dividend or low-paying dividend stocks, by virtue of that feature, can only generate a return by means of capital gains which may or may not occur.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>ACCOUNT VALUE<\/h2><\/span><\/div><\/div><\/div>A suggested minimum opening portfolio value of $350,000 provides a basic guideline, but special circumstances, as determined by the portfolio manager, may dictate making an exception to that guideline.\u00a0\u00a0\u00a0We can provide a consultation and portfolio review regardless of value to help you with your assets at no charge and encourage you to schedule a review.<\/em><\/strong><\/p>\nDecisions about new account minimum balances are made on a case by case basis.<\/em><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/span>SETTING OBJECTIVES<\/h2><\/h2><\/span><\/div><\/div><\/div><\/div><\/div>Each Roxie Webb Securities Management, Inc. client has his or her own portfolio which is created and maintained to match individual needs and performance expectations. Strategies utilized by Roxie Webb Securities Management, Inc. are designed to promote asset growth, income, or some combination of the two. All investment structures are alike in that they are conservative in nature with low asset turnover.<\/p>\n
Many Roxie Webb Securities Management, Inc., clients are retired, and programs designed to meet their needs are created for investment performance, the convenience of administrative services, and overall peace of mind.\u00a0 Diversification of assets is a traditional means of reducing risk and a core strategy employed by RWSMI.<\/p>\n
The opportunities for profitability are enhanced by a balanced program. Balancing is achieved by placing assets in considered percentages of stocks, bonds, certificates of deposit, money market funds, and similar instruments suitable for individual clients.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>INVESTMENT RESPONSIBILITY<\/h2><\/span><\/div><\/div><\/div>All portfolios managed by Roxie Webb Securities Management, Inc. are managed on a discretionary basis. That means that all decisions regarding the buying and selling of securities within the portfolio can be made by RWSMI. Clients are encouraged to offer their input or to discuss matters related to their holdings at any time.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>INDIVIDUAL PORTFOLIOS<\/h2><\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. specializes in the selection and management of securities selected for each client\u2019s particular needs. RWSMI works primarily in the securities of individual companies, because it is easier and more profitable for the client to be in visible securities. This practice can reduce risk inherent in the general market.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>ADMINISTRATIVE SERVICES<\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. provides comprehensive services for each client. These include precise record keeping, collection of income, day-to-day supervision of assets, transaction reports, frequent portfolio updates, and an annual tax summary of events during the calendar year.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
![](\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271940%27%20height%3D%271290%27%20viewBox%3D%270%200%201940%201290%27%3E%3Crect%20width%3D%271940%27%20height%3D%271290%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\")
<\/div><\/div><\/div><\/div><\/span>ESTATE PLANNING<\/h2><\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. often works with the client\u2019s accountant, attorney, and other representatives to create a viable and effective financial\/estate package. All estate work is undertaken recognizing that thoughtful structure in the present can provide many benefits for the clients themselves and for their ultimate beneficiaries.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":5196,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"footnotes":""},"class_list":["post-4688","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/comments?post=4688"}],"version-history":[{"count":19,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688\/revisions"}],"predecessor-version":[{"id":5397,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688\/revisions\/5397"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/media\/5196"}],"wp:attachment":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/media?parent=4688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Roxie Webb Securities Management, Inc., is a fee only portfolio management company. Our fee structure is similar to and competitive with those charged by trust companies, mutual fund managers, and other professional money managers.<\/p>\n<\/div>
Core Services<\/p>\n<\/div>
BECOMING ACQUAINTED<\/h2><\/span><\/div><\/div><\/div><\/div><\/div>When Roxie Webb Securities Management, Inc., is retained by a new client, much care is given to the introduction process. That sharing of information normally involves analysis of personal financial statements, going over sources of income and expenses, reviewing tax returns, wills, trusts, and other relevant facts. Goals are established cooperatively between RWSMI and the client after a thorough analysis of needs and objectives. Objectives do change from time to time, and shifts in portfolio structure can always be made in consideration of new directions.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>Successful Asset Management<\/h2><\/span><\/div><\/div><\/div>Success in securities management is measured by profitability and customer satisfaction. Competition in asset management these days is intense, and positive results are best realized through the efforts of professional and full-time securities\u2019 management.<\/p>\n
While some people are successful in managing their own securities programs, they rarely have the skills, experience, or time to achieve maximum results consistent with their needs and objectives.<\/p>\n
Most investors who administer their own programs are prone to fall into the trap of the physician or lawyer who treats himself. Emotions can get in the way of rational thought when one\u2019s own finances are involved.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>DIVIDENDS AND INTEREST<\/h2><\/h2><\/span><\/div><\/div><\/div>Dividends and interest income are important considerations, even if a client\u2019s primary needs aren\u2019t high levels of income.<\/p>\n
Stocks, for example, which may fall in price, but which have a history of paying dividends, often reach the bottom of a price decline at a point where the current yield of the dividend is near the interest rate paid on standard bank savings accounts.<\/p>\n
Further, every dollar of dividend income received reduces a client\u2019s risk in stock ownership. Non-dividend or low-paying dividend stocks, by virtue of that feature, can only generate a return by means of capital gains which may or may not occur.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>ACCOUNT VALUE<\/h2><\/span><\/div><\/div><\/div>A suggested minimum opening portfolio value of $350,000 provides a basic guideline, but special circumstances, as determined by the portfolio manager, may dictate making an exception to that guideline.\u00a0\u00a0\u00a0We can provide a consultation and portfolio review regardless of value to help you with your assets at no charge and encourage you to schedule a review.<\/em><\/strong><\/p>\nDecisions about new account minimum balances are made on a case by case basis.<\/em><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/span>SETTING OBJECTIVES<\/h2><\/h2><\/span><\/div><\/div><\/div><\/div><\/div>Each Roxie Webb Securities Management, Inc. client has his or her own portfolio which is created and maintained to match individual needs and performance expectations. Strategies utilized by Roxie Webb Securities Management, Inc. are designed to promote asset growth, income, or some combination of the two. All investment structures are alike in that they are conservative in nature with low asset turnover.<\/p>\n
Many Roxie Webb Securities Management, Inc., clients are retired, and programs designed to meet their needs are created for investment performance, the convenience of administrative services, and overall peace of mind.\u00a0 Diversification of assets is a traditional means of reducing risk and a core strategy employed by RWSMI.<\/p>\n
The opportunities for profitability are enhanced by a balanced program. Balancing is achieved by placing assets in considered percentages of stocks, bonds, certificates of deposit, money market funds, and similar instruments suitable for individual clients.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>INVESTMENT RESPONSIBILITY<\/h2><\/span><\/div><\/div><\/div>All portfolios managed by Roxie Webb Securities Management, Inc. are managed on a discretionary basis. That means that all decisions regarding the buying and selling of securities within the portfolio can be made by RWSMI. Clients are encouraged to offer their input or to discuss matters related to their holdings at any time.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>INDIVIDUAL PORTFOLIOS<\/h2><\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. specializes in the selection and management of securities selected for each client\u2019s particular needs. RWSMI works primarily in the securities of individual companies, because it is easier and more profitable for the client to be in visible securities. This practice can reduce risk inherent in the general market.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>ADMINISTRATIVE SERVICES<\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. provides comprehensive services for each client. These include precise record keeping, collection of income, day-to-day supervision of assets, transaction reports, frequent portfolio updates, and an annual tax summary of events during the calendar year.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/div><\/div><\/span>ESTATE PLANNING<\/h2><\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. often works with the client\u2019s accountant, attorney, and other representatives to create a viable and effective financial\/estate package. All estate work is undertaken recognizing that thoughtful structure in the present can provide many benefits for the clients themselves and for their ultimate beneficiaries.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":5196,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"footnotes":""},"class_list":["post-4688","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/comments?post=4688"}],"version-history":[{"count":19,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688\/revisions"}],"predecessor-version":[{"id":5397,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688\/revisions\/5397"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/media\/5196"}],"wp:attachment":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/media?parent=4688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
When Roxie Webb Securities Management, Inc., is retained by a new client, much care is given to the introduction process. That sharing of information normally involves analysis of personal financial statements, going over sources of income and expenses, reviewing tax returns, wills, trusts, and other relevant facts. Goals are established cooperatively between RWSMI and the client after a thorough analysis of needs and objectives. Objectives do change from time to time, and shifts in portfolio structure can always be made in consideration of new directions.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
Successful Asset Management<\/h2><\/span><\/div><\/div><\/div>Success in securities management is measured by profitability and customer satisfaction. Competition in asset management these days is intense, and positive results are best realized through the efforts of professional and full-time securities\u2019 management.<\/p>\n
While some people are successful in managing their own securities programs, they rarely have the skills, experience, or time to achieve maximum results consistent with their needs and objectives.<\/p>\n
Most investors who administer their own programs are prone to fall into the trap of the physician or lawyer who treats himself. Emotions can get in the way of rational thought when one\u2019s own finances are involved.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>DIVIDENDS AND INTEREST<\/h2><\/h2><\/span><\/div><\/div><\/div>Dividends and interest income are important considerations, even if a client\u2019s primary needs aren\u2019t high levels of income.<\/p>\n
Stocks, for example, which may fall in price, but which have a history of paying dividends, often reach the bottom of a price decline at a point where the current yield of the dividend is near the interest rate paid on standard bank savings accounts.<\/p>\n
Further, every dollar of dividend income received reduces a client\u2019s risk in stock ownership. Non-dividend or low-paying dividend stocks, by virtue of that feature, can only generate a return by means of capital gains which may or may not occur.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>ACCOUNT VALUE<\/h2><\/span><\/div><\/div><\/div>A suggested minimum opening portfolio value of $350,000 provides a basic guideline, but special circumstances, as determined by the portfolio manager, may dictate making an exception to that guideline.\u00a0\u00a0\u00a0We can provide a consultation and portfolio review regardless of value to help you with your assets at no charge and encourage you to schedule a review.<\/em><\/strong><\/p>\nDecisions about new account minimum balances are made on a case by case basis.<\/em><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/span>SETTING OBJECTIVES<\/h2><\/h2><\/span><\/div><\/div><\/div><\/div><\/div>Each Roxie Webb Securities Management, Inc. client has his or her own portfolio which is created and maintained to match individual needs and performance expectations. Strategies utilized by Roxie Webb Securities Management, Inc. are designed to promote asset growth, income, or some combination of the two. All investment structures are alike in that they are conservative in nature with low asset turnover.<\/p>\n
Many Roxie Webb Securities Management, Inc., clients are retired, and programs designed to meet their needs are created for investment performance, the convenience of administrative services, and overall peace of mind.\u00a0 Diversification of assets is a traditional means of reducing risk and a core strategy employed by RWSMI.<\/p>\n
The opportunities for profitability are enhanced by a balanced program. Balancing is achieved by placing assets in considered percentages of stocks, bonds, certificates of deposit, money market funds, and similar instruments suitable for individual clients.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>INVESTMENT RESPONSIBILITY<\/h2><\/span><\/div><\/div><\/div>All portfolios managed by Roxie Webb Securities Management, Inc. are managed on a discretionary basis. That means that all decisions regarding the buying and selling of securities within the portfolio can be made by RWSMI. Clients are encouraged to offer their input or to discuss matters related to their holdings at any time.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>INDIVIDUAL PORTFOLIOS<\/h2><\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. specializes in the selection and management of securities selected for each client\u2019s particular needs. RWSMI works primarily in the securities of individual companies, because it is easier and more profitable for the client to be in visible securities. This practice can reduce risk inherent in the general market.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>ADMINISTRATIVE SERVICES<\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. provides comprehensive services for each client. These include precise record keeping, collection of income, day-to-day supervision of assets, transaction reports, frequent portfolio updates, and an annual tax summary of events during the calendar year.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/div><\/div><\/span>ESTATE PLANNING<\/h2><\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. often works with the client\u2019s accountant, attorney, and other representatives to create a viable and effective financial\/estate package. All estate work is undertaken recognizing that thoughtful structure in the present can provide many benefits for the clients themselves and for their ultimate beneficiaries.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":5196,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"footnotes":""},"class_list":["post-4688","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/comments?post=4688"}],"version-history":[{"count":19,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688\/revisions"}],"predecessor-version":[{"id":5397,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688\/revisions\/5397"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/media\/5196"}],"wp:attachment":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/media?parent=4688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Success in securities management is measured by profitability and customer satisfaction. Competition in asset management these days is intense, and positive results are best realized through the efforts of professional and full-time securities\u2019 management.<\/p>\n
While some people are successful in managing their own securities programs, they rarely have the skills, experience, or time to achieve maximum results consistent with their needs and objectives.<\/p>\n
Most investors who administer their own programs are prone to fall into the trap of the physician or lawyer who treats himself. Emotions can get in the way of rational thought when one\u2019s own finances are involved.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
DIVIDENDS AND INTEREST<\/h2><\/h2><\/span><\/div><\/div><\/div>Dividends and interest income are important considerations, even if a client\u2019s primary needs aren\u2019t high levels of income.<\/p>\n
Stocks, for example, which may fall in price, but which have a history of paying dividends, often reach the bottom of a price decline at a point where the current yield of the dividend is near the interest rate paid on standard bank savings accounts.<\/p>\n
Further, every dollar of dividend income received reduces a client\u2019s risk in stock ownership. Non-dividend or low-paying dividend stocks, by virtue of that feature, can only generate a return by means of capital gains which may or may not occur.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>ACCOUNT VALUE<\/h2><\/span><\/div><\/div><\/div>A suggested minimum opening portfolio value of $350,000 provides a basic guideline, but special circumstances, as determined by the portfolio manager, may dictate making an exception to that guideline.\u00a0\u00a0\u00a0We can provide a consultation and portfolio review regardless of value to help you with your assets at no charge and encourage you to schedule a review.<\/em><\/strong><\/p>\nDecisions about new account minimum balances are made on a case by case basis.<\/em><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/span>SETTING OBJECTIVES<\/h2><\/h2><\/span><\/div><\/div><\/div><\/div><\/div>Each Roxie Webb Securities Management, Inc. client has his or her own portfolio which is created and maintained to match individual needs and performance expectations. Strategies utilized by Roxie Webb Securities Management, Inc. are designed to promote asset growth, income, or some combination of the two. All investment structures are alike in that they are conservative in nature with low asset turnover.<\/p>\n
Many Roxie Webb Securities Management, Inc., clients are retired, and programs designed to meet their needs are created for investment performance, the convenience of administrative services, and overall peace of mind.\u00a0 Diversification of assets is a traditional means of reducing risk and a core strategy employed by RWSMI.<\/p>\n
The opportunities for profitability are enhanced by a balanced program. Balancing is achieved by placing assets in considered percentages of stocks, bonds, certificates of deposit, money market funds, and similar instruments suitable for individual clients.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>INVESTMENT RESPONSIBILITY<\/h2><\/span><\/div><\/div><\/div>All portfolios managed by Roxie Webb Securities Management, Inc. are managed on a discretionary basis. That means that all decisions regarding the buying and selling of securities within the portfolio can be made by RWSMI. Clients are encouraged to offer their input or to discuss matters related to their holdings at any time.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>INDIVIDUAL PORTFOLIOS<\/h2><\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. specializes in the selection and management of securities selected for each client\u2019s particular needs. RWSMI works primarily in the securities of individual companies, because it is easier and more profitable for the client to be in visible securities. This practice can reduce risk inherent in the general market.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>ADMINISTRATIVE SERVICES<\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. provides comprehensive services for each client. These include precise record keeping, collection of income, day-to-day supervision of assets, transaction reports, frequent portfolio updates, and an annual tax summary of events during the calendar year.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/div><\/div><\/span>ESTATE PLANNING<\/h2><\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. often works with the client\u2019s accountant, attorney, and other representatives to create a viable and effective financial\/estate package. All estate work is undertaken recognizing that thoughtful structure in the present can provide many benefits for the clients themselves and for their ultimate beneficiaries.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":5196,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"footnotes":""},"class_list":["post-4688","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/comments?post=4688"}],"version-history":[{"count":19,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688\/revisions"}],"predecessor-version":[{"id":5397,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688\/revisions\/5397"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/media\/5196"}],"wp:attachment":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/media?parent=4688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Dividends and interest income are important considerations, even if a client\u2019s primary needs aren\u2019t high levels of income.<\/p>\n
Stocks, for example, which may fall in price, but which have a history of paying dividends, often reach the bottom of a price decline at a point where the current yield of the dividend is near the interest rate paid on standard bank savings accounts.<\/p>\n
Further, every dollar of dividend income received reduces a client\u2019s risk in stock ownership. Non-dividend or low-paying dividend stocks, by virtue of that feature, can only generate a return by means of capital gains which may or may not occur.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
ACCOUNT VALUE<\/h2><\/span><\/div><\/div><\/div>A suggested minimum opening portfolio value of $350,000 provides a basic guideline, but special circumstances, as determined by the portfolio manager, may dictate making an exception to that guideline.\u00a0\u00a0\u00a0We can provide a consultation and portfolio review regardless of value to help you with your assets at no charge and encourage you to schedule a review.<\/em><\/strong><\/p>\nDecisions about new account minimum balances are made on a case by case basis.<\/em><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/span>SETTING OBJECTIVES<\/h2><\/h2><\/span><\/div><\/div><\/div><\/div><\/div>Each Roxie Webb Securities Management, Inc. client has his or her own portfolio which is created and maintained to match individual needs and performance expectations. Strategies utilized by Roxie Webb Securities Management, Inc. are designed to promote asset growth, income, or some combination of the two. All investment structures are alike in that they are conservative in nature with low asset turnover.<\/p>\n
Many Roxie Webb Securities Management, Inc., clients are retired, and programs designed to meet their needs are created for investment performance, the convenience of administrative services, and overall peace of mind.\u00a0 Diversification of assets is a traditional means of reducing risk and a core strategy employed by RWSMI.<\/p>\n
The opportunities for profitability are enhanced by a balanced program. Balancing is achieved by placing assets in considered percentages of stocks, bonds, certificates of deposit, money market funds, and similar instruments suitable for individual clients.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>INVESTMENT RESPONSIBILITY<\/h2><\/span><\/div><\/div><\/div>All portfolios managed by Roxie Webb Securities Management, Inc. are managed on a discretionary basis. That means that all decisions regarding the buying and selling of securities within the portfolio can be made by RWSMI. Clients are encouraged to offer their input or to discuss matters related to their holdings at any time.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>INDIVIDUAL PORTFOLIOS<\/h2><\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. specializes in the selection and management of securities selected for each client\u2019s particular needs. RWSMI works primarily in the securities of individual companies, because it is easier and more profitable for the client to be in visible securities. This practice can reduce risk inherent in the general market.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/span>ADMINISTRATIVE SERVICES<\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. provides comprehensive services for each client. These include precise record keeping, collection of income, day-to-day supervision of assets, transaction reports, frequent portfolio updates, and an annual tax summary of events during the calendar year.<\/p>\n<\/div><\/div><\/div><\/div><\/div>
<\/div><\/div><\/div><\/div><\/span>ESTATE PLANNING<\/h2><\/h2><\/span><\/div><\/div><\/div>Roxie Webb Securities Management, Inc. often works with the client\u2019s accountant, attorney, and other representatives to create a viable and effective financial\/estate package. All estate work is undertaken recognizing that thoughtful structure in the present can provide many benefits for the clients themselves and for their ultimate beneficiaries.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":5196,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"footnotes":""},"class_list":["post-4688","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/comments?post=4688"}],"version-history":[{"count":19,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688\/revisions"}],"predecessor-version":[{"id":5397,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688\/revisions\/5397"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/media\/5196"}],"wp:attachment":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/media?parent=4688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
A suggested minimum opening portfolio value of $350,000 provides a basic guideline, but special circumstances, as determined by the portfolio manager, may dictate making an exception to that guideline.\u00a0\u00a0\u00a0We can provide a consultation and portfolio review regardless of value to help you with your assets at no charge and encourage you to schedule a review.<\/em><\/strong><\/p>\n Decisions about new account minimum balances are made on a case by case basis.<\/em><\/p>\n<\/div><\/div><\/div><\/div><\/div> Each Roxie Webb Securities Management, Inc. client has his or her own portfolio which is created and maintained to match individual needs and performance expectations. Strategies utilized by Roxie Webb Securities Management, Inc. are designed to promote asset growth, income, or some combination of the two. All investment structures are alike in that they are conservative in nature with low asset turnover.<\/p>\n Many Roxie Webb Securities Management, Inc., clients are retired, and programs designed to meet their needs are created for investment performance, the convenience of administrative services, and overall peace of mind.\u00a0 Diversification of assets is a traditional means of reducing risk and a core strategy employed by RWSMI.<\/p>\n The opportunities for profitability are enhanced by a balanced program. Balancing is achieved by placing assets in considered percentages of stocks, bonds, certificates of deposit, money market funds, and similar instruments suitable for individual clients.<\/p>\n<\/div><\/div><\/div><\/div><\/div> All portfolios managed by Roxie Webb Securities Management, Inc. are managed on a discretionary basis. That means that all decisions regarding the buying and selling of securities within the portfolio can be made by RWSMI. Clients are encouraged to offer their input or to discuss matters related to their holdings at any time.<\/p>\n<\/div><\/div><\/div><\/div><\/div> Roxie Webb Securities Management, Inc. specializes in the selection and management of securities selected for each client\u2019s particular needs. RWSMI works primarily in the securities of individual companies, because it is easier and more profitable for the client to be in visible securities. This practice can reduce risk inherent in the general market.<\/p>\n<\/div><\/div><\/div><\/div><\/div> Roxie Webb Securities Management, Inc. provides comprehensive services for each client. These include precise record keeping, collection of income, day-to-day supervision of assets, transaction reports, frequent portfolio updates, and an annual tax summary of events during the calendar year.<\/p>\n<\/div><\/div><\/div><\/div><\/div> Roxie Webb Securities Management, Inc. often works with the client\u2019s accountant, attorney, and other representatives to create a viable and effective financial\/estate package. All estate work is undertaken recognizing that thoughtful structure in the present can provide many benefits for the clients themselves and for their ultimate beneficiaries.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":5196,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"footnotes":""},"class_list":["post-4688","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/comments?post=4688"}],"version-history":[{"count":19,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688\/revisions"}],"predecessor-version":[{"id":5397,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/pages\/4688\/revisions\/5397"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/media\/5196"}],"wp:attachment":[{"href":"https:\/\/new.roxiewebbsecuritiesmanagement.com\/wordpress\/wp-json\/wp\/v2\/media?parent=4688"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}SETTING OBJECTIVES<\/h2><\/h2><\/span>
INVESTMENT RESPONSIBILITY<\/h2><\/span>
INDIVIDUAL PORTFOLIOS<\/h2><\/h2><\/span>
ADMINISTRATIVE SERVICES<\/h2><\/span>
<\/div><\/div>
ESTATE PLANNING<\/h2><\/h2><\/span>