SULLLIVAN & COMPANY

CERTIFIED PUBLIC ACCOUNTANTS

 

PAUL F. SULLIVAN, CPA, IAR

CHRIS BAILEY, CPA, IAR

MONIKA BENKOVIC, CPA

RAJ GOENKA, CPA

 

October 24, 2017

 

INVITATION

[business]

[fname] [lname]

[address1]

[city]. [state] [zip]

 

Dear [fname],

 

Earlier this year you answered my survey of, "What is your biggest question about investing, the stock market or planning for retirement?' with your own comment of:

 

"[1704surveyq1]"

 

Not surprisingly many other people of the over 1,000 we surveyed had the same comment or a similar question as you did.  And I know if I can answer your question, then I am also answering and helping dozens of other people with the same comment or question themselves.

 

That is why in a few weeks I would like you to be my guest at a breakfast presentation at my office where I & my team will answer your & similar questions on investing & planning for retirement.

 

We will serve breakfast and start at 9am at our office at 4709 Montgomery Lane in Bethesda (we're right around the corner from the Bethesda Station on the Red Line) and wrap up around 11:00 am.

 

I'm even flying in our Portfolio Manager, Troy Patton, President of Archer Investments, to help answer your questions and share his views on where the market is heading.  Troy manages over a quarter Billion dollars in Archer's portfolio and if you are investing in stocks, then his outlook on where this record setting market is headed for the rest of 2017 & 2018 will be insightful.

 

Can you make it on Tuesday, November 7th [fname]?  I hope you will join me and just ask that you call and RSVP with Stephanie at (240) 800-4300 so we prepare breakfast accordingly.
 

Sincerely,

 

Paul Sullivan, CPA, IAR

Chris Bailey, CPA, IAR

 

 

4709 Montgomery Lane | Bethesda, MD 20814

Direct Dial (240) 316-3531 | Phone (301) 657-8080 Ext 102 | Fax (301) 657-9055
Website: www.esullivan.net | E-mail: paul@esullivan.net

 

The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities. Information obtained from sources deemed to be reliable, but accuracy or completeness is not guaranteed. Past performance is not a guarantee of future results. Performance figures contained herein do not represent actual client portfolios or results. Actual results may significantly differ from the model portfolio returns presented. Archer Investment Corporation manages the Archer Funds. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The investment return and principle value of an investment in the Funds will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. The Fund prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the prospectus by calling 800-581-1780.