Account Forms, Articles & PAG Business Continuity Plan
PRIVATE ASSET GROUP MONTHLY NEWSLETTER:
October 2008
September 2008
PRIVATE ASSET GROUP LLC FORMS:
ADV Part II Updated May 2008
Client Investment Objectives and Guidelines
Hourly Consulting Agreement
Discretionary Management Agreement
ARTICLES OF INTEREST:
How Buffett Views Risk
Bill Sharpe On Risk
Lifelock - Lock your identity and prevent identity theft. Enter the letters PAG as your promotion code and receive a 30% discount off your first year of service. 10% each year thereafter.
PAG Business Continuity Plan Click Here
PAG DISCLOSURE:
This site is only intended for clients and interested investors residing in states and countries in which Private Asset Group LLC is qualified to conduct investment advisory services. Private Asset Group LLC is an State registered investment adviser located in Las Vegas, Nevada. Private Asset Group LLC may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Private Asset Group LLC's website is limited to the dissemination of general information pertaining to its investment advisory services.
Please contact Private Asset Group LLC at 702-932-8626 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Private Asset Group LLCdoes not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Private Asset Group LLCrepresentative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.
At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Private Asset Group LLC. Private Asset Group LLC does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Private Asset Group LLCdoes not necessarily endorse or recommend any commercial product or service described at these websites.
HEALTH SAVINGS ACCOUNT INFORMATION:
What Exactly is an HSA Account?
Is an HSA Account right for you?
Click here to view an HSA flash video
Articles of interest:
Overlooked benefits of Health Savings Accounts
Expanding Access & Increasing the Affordability of Health Insurance Through Health Savings Accounts
We have a couple of HSA Account options. Call us to set up your HSA account today! 800-598-0631 / 702-932-8626
For all of your health insurance needs contact Knox Associates at 702.656.5915 or log onto www.knoxassociates.net
HSA Bank Login:
Click here for your HSA Bank Online Enrollment Discount
Click here for your HSA Bank Online Account
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