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Step by Step Towards Living The Life You Want

  • Writer: Samuel Schaeffer
    Samuel Schaeffer
  • Jan 2
  • 1 min read

We here at B.S.F.S. Investment Advisors believe that you don't have to settle for 7% returns and 1% to 2% annual fees.  But poor returns with annual fees are what most everyone has been used to.  To quote the great innovator Henry Ford "If I gave them what they wanted, what everyone wanted was faster horses."  While past performance is no guarantee of future results, our L.O.R.D.S. Strategy of Mutual Funds for the past 40 years has produced 15.32% with only 4 negative years and no annual fees.  We are here to change the thinking of everyone used to low returns and annual fees.


Here at B.S.F.S. Investment Advisors, we are continuing to expand our business.  We are fortunate and excited that Lou Maddalena has joined our team.  With a background as a stock trader and entrepreneur, he is making his mark here as we endeavour to serve each of you better.  As the great American Writer Mark Twain said.  "The secret of getting ahead is getting started."  So if you, a friend or relative would like to get started living the life you want step by step, let us know.  We would love to help you climb the stairs.


Sincerely yours,

Samuel Schaeffer



 
 
 

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LORDS WEALTH is a Registered Investment Advisor offering investment education and advisory services. This registration does not imply a certain level of skill or training. In compliance with state and federal regulations, LORDS WEALTH provides each of its clients and prospective clients with brochures of information about the qualifications and business practice of the firm and its investment advisor representatives. If you have any questions about the contents of these brochures, please contact us at (845) 875-9606 or prosper@lordswealth.com.
 

Additional information about LORDS WEALTH and Mr. Schaeffer is also available on the SEC's website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. The CRD number for LORDS WEALTH is 302002. The CRD number for Mr. Schaeffer is 7135534 and for Mr. Maddalena is 8102744.
All information provided is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product, or an endorsement of any third party or such third party's views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. The information on this website is informational in nature and not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy.
 

You should take into consideration your financial circumstances before making any investment decisions. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. There is always the potential of losing money when you invest in securities. The L.O.R.D.S. Strategy or LORDS WEALTH's recommendations do not ensure a profit, guarantee a certain level of performance, or eliminate the risk of investment losses. All mutual fund returns are inclusive of fees and their returns along with the index returns assume reinvestment of capital gains and dividends. The fund returns referenced are weighted across the funds in our course according to our ideal portfolio. Your investments may be different than the portfolio referenced due to your circumstances.
 

Index average returns are averaged evenly across the S&P 500, Nasdaq Composite and Dow Jones Industrial Average. You cannot invest directly in indexes, they're unmanaged and do not reflect costs. The volatility of our strategy may be materially different from the performance of the indexes, which are shown for informational purposes and are not intended to imply that the strategy is similar to the index either in composition or element of risk.
All examples are hypothetical and for illustrative purposes only. Results are not guaranteed and past performance is no guarantee of future results.
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