[fname], back in September we hosted a presentation where Troy Patton, Portfolio Manager of The Archer Funds and our Sullivan & Company investment portfolio, gave a talk titled The Investment Road Map and the Detours Ahead.

 

We recorded the audio but the recording turned out to be low quality so we asked Troy to rerecord the presentation so it could be more easily understood.

 

Here is a link to that recording, in a video format, with the slides Troy used in his September presentation:

http://www.paulsullivancpa.com/investment-roadmap.html

 

After watching it if you have any questions or comments, please feel free to reply back or call us here at the office.

 

Very truly yours,

 

Paul Sullivan, IAR, CPA
Kathy Grow, IAR, EA

 

Sullivan & Company, CPAs
 



4709 Montgomery Lane | Bethesda, MD 20814

Direct Dial (240) 316-3564 | Phone (301) 657-8080 Ext 135 | Fax (301) 657-9055
Website:
www.esullivan.net | E-mail: kgrow@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 herin 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.
 
 
 
 

Sullivan & Company | Certified Public Accountants | 4709 Montgomery Lane #201 | Bethesda, MD, 20814 | 301-657-8080