Remember at the beginning of this workshop I said:
To me the epitome of being noble is caring as illustrated in the Good Samaritan story. But the system model came from much earlier in history. Let’s look at the story of Ruth and Boaz.
Ruth was a poor refugee from Moab in Israel. She had followed her mother in law, Naomi after the death of her husband, Naomi’s son. She was a widow and deserved help, as did Naomi. Boaz had resources. He cared and allowed Ruth to glean in his field.
This is the working endowment investment account we saw earlier, but with one simple addition. Down Arrow for growth. Here at the bottom is a financial safety net function, integrated with the wealth management service. This is like the sharing Boaz did for Ruth from his field. We call this the ShareGro™ integrated financial services platform.It collects from all accounts in proportion to the assets in those accounts. And gives this as an equal amount of periodic regular cash flow back into all accounts. The total sharing percentage PLUS the cost of our management fees are near the bottom of typical Advisor fees. You could view the financial safety net part of the system to be a free service. It works for us because we think you will like this simple service so much that you will tell others about it. It fits with our low cost online technology – driven service. And with our low cost indexing based portfolio management approaches.
Remember at the beginning of this workshop I said:
