Uppercase Capital Announces a Revolutionary Approach to Retirement Planning

Share This Press Release

Using techniques that are rarely used, Uppercase Capital is changing the way retirees approach their retirement goals. For more information, go to UppercaseCapital.org

Uppercase Capital is revolutionizing the financial service industry by filling a largely needed gap. While newsletters are claiming unrealistic returns and financial sales representatives selling dangerous products for high commissions, Uppercase Capital steps in and offers retirees a safe and predictable approach to protecting their investment portfolios.

“I have been studying the markets since I was a teenager and have been using investment techniques that are rarely used in the financial service industry,” said Dave Lockard, owner of Uppercase Capital. “I’m blessed because these techniques have provided me the freedom, flexibility and lifestyle to spend time with my family that most people my age don’t have. I was fortunate to make money in the tech bubble of 2001 and the crash of 2008.”

Uppercase Capital’s mission is to bridge the gap of quality investment direction. No longer are the wealthy the only ones to have access to investment advice. Instead of charging clients a 1% fee for assets managed, Uppercase Capital charges an affordable flat fee. This tends to be a win-win situation for the average retiree or the wealthy retiree. For example, a wealthy retiree with a $5 million dollar account would typically pay $50,000 a year to have their account managed, with Uppercase Capital, the fee is just a fraction of what a traditional investment adviser would charge. In addition, the average retiree typically doesn’t have enough assets for an investment adviser to manage, hence they are locked-out of having quality investment advice. Uppercase Capital gives the average investor excellent investment guidance at an affordable price.

Dave went on to say, “I like the investment adviser role because they have a fiduciary responsibility to their clients, but I haven’t met an adviser that can make money for their clients when a Bear market rears it’s ugly head. It can take years for investors to recoup their losses, which can really set-back an investors retirement goals. All the while investment advisers are taking a 1% cut from their client’s accounts each and every year.”

“We are currently in the longest running Bull market in history and I believe there will be a lot of unsuspecting retirees. They become complacent with the returns they’ve been making and they aren’t truly prepared for the next market drop. I started Uppercase Capital because I believe I’m filling a much needed gap in the industry. I provide a custom tailored investment plan that isn’t static to the market. If the markets move south, my client’s assets are reallocated to capitalize on market downtrends (many retirees are unaware that there are assets available that do go up in Bear markets). A technique that is rarely used in the financial service industry.”

Asked why investment advisers don’t take this approach. “I don’t think they have the technical knowledge. They take a series of tests to get licensed, but that doesn’t make them market experts. It’s safe for them to allocate money for Bull markets, but they are clueless as to how to make money during Bear markets.”

“I started Uppercase Capital to provide a service that doesn’t exist for the average retiree. I can provide my clients a reliable and safe way to secure their retirement goals in any economic condition at an affordable price.”

If you’re concerned that inflation will outpace your retirement income and are interested in learning how to implement an investment strategy for a worry free retirement, visit https://uppercasecapital.org/case-study for a free educational video.

Contact Info:
Name: David Lockard
Email: Send Email
Organization: Uppercase Capital
Address: 1550 W Southern Ave, Mesa, Arizona 85202, United States
Website: https://uppercasecapital.org

Source: PressCable

Release ID: 88903855