Our Services

INVESTMENT MANAGEMENT SERVICE provides active management of portfolios of No-load Mutual Funds utilizing strategic and tactical asset allocation. Each account is managed based on a specfic investment objective carefully matched to the account owner's financial plans and risk tolerance. Clients are charged an annual fee based on assets under management. Fees are based on a graded schedule starting at 1.5%, declining to .85% based on the size of the the portfolio. One fourth of the annual rate is billed each calender quarter based on the asset value at end of that quarter. The minimum account size is $50,000. The sevice includes confirmations, detailed monthly statements, quarterly performance reports and year end tax reporting for each account. Type of Accounts Managed by Investment Objective:* Conservative (Income with Modest Growth) - Emphasis on current income with some consideration given to capital appreciation. The investment performance target for this objective is current income while simultaneously achieving some growth in capital through mutual funds. An investor desires to maintain a high level of liquidity but is will to accept the additional risk of modest fluctuations in principal value. Moderate (Growth with Income) - Emphasis on modest capital growth with consideration given to producing some current income. The investment performance target for this objective is achieving growth in capital through mutual funds while simultaneously producing some current income. An investor using this apporach desires a balanced portfolio that makes use of equity, fixed income and cash equivalent mutual funds and is willing to accept moderate fluctuations in principal value. Long Term Growth (Growth) - Emphasis on long term capital appreciation. The investment performance target for this objective is achieving growth in capital through mutual funds. An investor using this approach has no need for income and is willing to accept the risks of significant fluctuations in principal value. *Please refer to the Geneos Wealth Management New Account Application for definitions of investment objectives. MUTUAL FUND DIRECT ACCOUNTS is a service designed for the investor with less than the $50,000 minimum for a Managed Account (described above under Investment Management Service heading). We will develop a portfolio of mutual funds based on your specific needs and risk tolerance utilizing funds from top quality load and low-load mutual fund families. As with all Butler Investment Services accounts we provide ongoing review and restructuring to fit your changing needs. VARIABLE AND FIXED ANNUITY PLANNING provides Butler Investment Services clients consultation, product placement, and portfolio management for this unique investment product. Annuities have become part of retirement and investment plans for many Americans. An annuity is a tax advantaged investment and distribution vehicle offered only by life insurance companies. Some of the many advantages annuities provide are:

  • Tax-deferred growth of investment earnings prior to withdrawal
  • Multiple investment options both variable and fixed
  • Transfers between investsment options without tax consequences
  • No eligibility requirements or contribution limitations like IRAs
  • A wide variety of distribution options including income for life

We will determine if an annuity has a place in your financial plans, advise you on the product and features best suited to your needs and provide ongoing management of the investment options within your annuity. FOCUSED FINANCIAL NEEDS ANALYSIS is designed to target specific client needs on a case by case basis and develop plans that address those needs. This service includes:

  • Retirement Needs Projections
  • Retirement Income Distribution Analysis
  • Asset Accumulation Projections
  • IRA Planning, including rollovers from employer sponsored 401K and pension/profit sharing plans
  • Education Needs Projections
  • Estate Analysis
  • Business Exit Planning

PLEASE CALL OR E-MAIL US TODAY FOR BROCHURES, PROSPECTUSES AND FEE SCHEDULES OR TO SCHEDULE AN APPOINTMENT FOR A FREE INITIAL CONSULTATION. Telephone: (303) 753-9223 or 1-888-670-1737 Fax: (303) 753-9164 E-mail: butlerinvest@fortisusa.net Advisory Services offered through Geneos Wealth Management Inc.