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INVESCO, LLC
1295 Rand Road
Des Plaines, IL 60016
Uber
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What Sets INVESCO Apart
Financial Education
Investment and Retirement Counseling
Tax Planning and Preparation
Estate Planning
Customized Investment Portfolios
What Sets INVESCO Apart
Our firm’s success in helping clients realize financial security is based on three basic principles:
1. We take our fiduciary duty to clients very seriously. We help them make decisions to their benefit – not ours.
2. Clients should be personally committed to following their own financial plan that includes managing savings and investments.
3. We believe in educating our clients on different types of investments, so they fully understand what is being recommended for them and can make their own decisions.
Each of our clients has individual personal and financial needs and goals; we listen to each and customize our investment advice accordingly.
Some have substantial savings and investments. Other clients need to save and invest more income from their jobs or businesses in order to reach a secure retirement position.
We’re large enough to accomplish all a client’s financial objectives, but small enough to know everyone personally.
Our investors gather regularly over dinner to listen to our ideas and discuss the quality of our service with each other. We excel in providing investment guidance to people interested in achieving financial independence, making profitable investments in stocks, IRA's and apartment buildings. With our guidance, you can also learn to manage your own stock portfolio; evaluate, purchase and manage real estate as well as other types of businesses.
Our Clients
The firm serves over 700 client families of all ages and lifestyles.
Each has individual personal and financial needs and goals; we listen to each and customize our investment advice accordingly. Some have substantial savings and investments. Other clients need to save and invest more income from their jobs or businesses in order to reach a secure retirement position. We’re large enough to accomplish all a client’s financial objectives, but small enough to know everyone personally. Our investors gather regularly over dinner to listen to our ideas and discuss the quality of our service with each other.
“Road to Wealth” Video Series
As part of INVESCO’s commitment to educating people on personal financial management and investing, we have video taped our “Financial Independence” class sessions for your viewing. They are based on a 114 page book and 151 pages of photocopied notes from the class. These materials would make it easier to follow and understand the topics presented, but are not mandatory. Should you wish to have a complete book and copy set, please send $49.95 to: INVESCO LLC, 1295 Rand Road, Des Plaines, IL 60016, to cover costs for printing and shipping.
Investment Video Series
Duration – 01:43.
Road to Wealth Introduction
Duration – 13:40.
Social Security and Your Retirement
Duration – 41:50.
Mutual Funds per: Wilkinson
Duration – 16:54.
Mutual Funds per: Ric Edelman
Duration – 29:43.
Retirement – Examples
Duration – 16:25.
Financial Planning
Duration – 28:22.
Foreclosures; Why Listen?; Balance Sheets
Duration – 28:37.
Income Statement
Duration – 25:44.
Savings Summary; Expense Summary, Long Range Financial Goals
Duration – 37:47.
Credit Default Swaps and Other Articles
Duration – 34:17.
Financial Planning; Net Present Values
Duration – 27:23.
Risk vs. Return
Duration – 24:22.
Risk vs. Return - Primary Investments
Duration – 18:00.
Wealth Review
Duration – 26:57.
Inflation
Duration – 31:12.
Buy High Sell Low
Duration – 13:54.
Tax Shelters
Duration – 25:29.
Leverage
Duration – 23:29.
Investing vs. Speculating
Duration – 30:51.
Education as an Investment - Part 1
Duration – 25:54.
Education as an Investment - Part 2
Duration – 26:59.
Publicly Traded Stocks & Bonds; Stock Brokers; Short Selling; Hidden Commissions
Duration – 33:44.
Insider Trading; Buy/Sell Recommendations, etc.
Duration – 35:58.
Broker Misdeeds, etc.
Duration – 41:10.
Financial Pages
Duration – 40:05.
Stock Information and Investing; Abbott Labs: Example
Duration – 29:20.
IRA’s Not Good; ANDEX Stock Market History
Duration – 15:15.
How to Pick Stocks - Part 1
Duration – 42:03.
How to Pick Stocks - Part 2
Duration – 34:41.
Real Estate - Part 1
Duration – 31:01.
Real Estate - Part 2
Duration – 31:15.
Real Estate - Part 3
Duration – 29:23.
Real Estate - Part 4
Duration – 36:25.
Annuities, Services Available; Insurance – Part 1
Duration – 35:16.
Insurance – Part 2
Duration – 29:48.
Insurance – Part 3
Duration – 32:28.
Insurance – Part 4; Your Own Business
Duration – 22:58.
Estate Planning: Introduction; Family Limited Partnerships and Wills
Duration – 25:14.
Holding Assets: Individual, Partnerships, LLCs and Corporations
Duration – 39:55.
Advantages of Living Trusts
Duration – 28:52.
Estate Planning: Conclusion
Duration – 23:00.
Class Schedules
Classes are being offered by District 214 and taught by partners of INVESCO, LLC in the months ahead in Arlington Heights, at the John Hersey High School, 1900 East Thomas. That's just East of Rand road, between Euclid and Palatine Rd. The school has made it easy for you to sign up, accepting phone registrations using Visa and Master Card. Call (847) 718-7700 to register - or on the web at www.ce.d214.org. Please see our newsletter for upcoming class dates and times. Keith and Ryan will also be teaching Financial Independence in District 211, Hoffman Estates, at the James Conant High School, 700 E. Cougar Trail, That's just South of Higgins Road on Plum Grove Road, between Meacham and Roselle. You can register for this class by calling (847) 755-6820 or on the web at www.d211.org.
No. 7731: FINANCIAL INDEPENDENCE I -Theory - Starts Wednesday February 19, 2014 - 7:00-9:00 p.m. - Room 124B
Learn what they didn't teach you in college - the basic skills required to become financially secure. You can accumulate $1,000,000 in 12 to 18 years using proven conservative savings and investment techniques. Develop you own "road map to riches". With proper planning, saving is much easier than you think - especially when you "pay yourself first". Our forms make it easy for you to plan your way to wealth. Myron retired at 38 and for the last 34 years has been showing others how they can do it too! He has an MBA with honors from the University of Chicago, plus he is a CPA,RIA and an Illinois real estate broker. He is a multi-millionaire who can show you how to do it too! Free book included.
- Five sessions $45.00
No. 7732: FINANCIAL INDEPENDENCE II - Practice - Starts Wednesday April 9, 2014 - 7:00-9:00 p.m. - Room 124B
Once your financial goals are set and your savings program is under way, learn how to get an acceptable after-tax return on your investment capital while keeping risk to a minimum. Course covers stocks, margin accounts, mutual funds, bonds, options, commodities, collectables, real estate, venture capital, running your own business, insurance, living trusts, charitable trusts and estate planning. Note: The Financial Independence classes are available for free on video – go to “Road to Wealth” video series.
- Five sessions $45.00
No. 7737: LANDLORDING - Starts Thursday February 20, 2014 - 7:00-8:30 p.m. Room 106
Join Keith's how-to course on successful ownership and operation of residential rental property. Covers managing real estate investments, including tenant selection, advertising, setting rents, lease and rent collection policies and legal rights of landlords and tenants. If you have even one tenant, you need this class! Guest speaker will be a real esate attorney. This is NOT a licensing class - It's a hands-on property management class to prepare you to manage your own apartments or to qualify you to become a professional property manager. INVESCO manages over 470 apartments in the Northwest suburbs. Free book included.
- Four sessions $45.00
No. 7758: PURCHASING INCOME PROPERTY - Starts Tuesday March 18, 2014 - 7:00-8:30 p.m. - Room 106
Before investing your savings in real estate, invest a few dollars and some time. Learn how to get the most for your money using methods developed by professional buyers. This practical course will show you how to find, evaluate and purchase income property in the Chicagoland area. Guest speakers will include a CPA and a real estate attorney. Your instructor Keith, a licensed Illinois real estate broker, has been appraising, purchasing and managing multifamily properties since 1981. Free text included.
- Four sessions $49.00
No. 7738: HOW TO REDUCE YOUR INCOME TAXES - Starts Tuesday March 4, 2014 - 7-8:30 p.m.
Come learn from Ryan, an experienced C.P.A., many practical ways you can reduce your income taxes, social security taxes and inheritance taxes. Beginning topics include deductible items and how to substantiate them, dependent allowances, I.R.A.'s and I.R.S. audits. Intermediate ideas cover small business, tax shelters, depreciation, home office rules, transferring income to children. More advanced subjects discuss remainder interest trusts, living trusts and estate planning. Something for everyone, from the average taxpayer to the most sophisticated planners.
- Three sessions $39.00
No. B111-01 FINANCIAL INDEPENDENCE (District 211 - Conant H.S. in Hoffman Estates) Starts Wednesday February 5, 2014 - 7:00-8:30 p.m. - Room 132
Keith and Ryan will show you how you can accumulate $1,000,000 in 15-18 years using proven conservative savings and investment techniques. Learn how to get an acceptable after tax return on your investment capital while keeping risk to a minimum without using mutual funds and annuities. Course covers developing your own financial plan, evaluating your risk tolerance, managing your own 401(k), IRA or stock portfolio, real estate investing, your own business, retirement and estate planning, social security, insurance and annuities, tax shelters, asset protection and deferring capital gains taxes. Instructors Rigistered Investment Advisors. Ryan is a CPA. Keith was selected as a 5-Star Wealth Manager as seen in Chicago Magazine. Free book included.
- Six sessions $55.00
Investment and Retirement Counseling
We help our clients decide how much of their income to save and invest so they can live their later years as they wish.
We summarize their expected income streams in retirement and present them in a coherent, concise format. After assessing their financial condition, we can estimate how much longer, if at all, they may need to continue working.
When a client understands in detail his long-term resources, then he can confidently relax and enjoy life, reassured that his financial future is secure.
Tax Planning and Preparation
Gaylord - McNeilly, CPA's.
Our Certified Public Accountants help clients plan their financial decisions to minimize taxes (such as deciding how large an IRA distribution should be).
We file tax returns not only for individuals, but also businesses, estates and non-profit organizations. Our expertise insures that clients minimize their tax burdens.
Estate Planning
Many of our clients have taken advantage of our professional estate planning services
to help them decide whether they need a will, living trust, healthcare power of attorney or family limited partnership. We make sure their families avoid financial disagreements and hardships upon their death, minimize their estate tax and name a legal guardian in case of incompetence.
We have many years experience advising clients, implementing all of the necessary documents, transferring titles and accounts, and even serving as trustee when requested.
Customized Investment Portfolios
Customized investment portfolios, sometimes referred to as Separately Managed Accounts (SMA’s), can yield very attractive returns for clients and outperform the Standard & Poor’s (S&P) 500 Index. There are several advantages of having a separately managed investment account. These include:
Maximum diversification with 21 stocks.
Risk is tailored to each client’s specific needs.
Substantial tax benefits available, such as capital losses, deferred capital gains and forgiveness of tax upon death.
Reasons to Recommend Mutual Funds and Annuities
We rarely recommend mutual funds and annuities for the following reasons:
Mutual Funds have a very poor history of promoting their investors’ interests; hence low rates of return.
Mutual Fund and Annuity fees are unacceptably high; especially costs they do not report.
Funds are not customized to meet client objectives.
Funds cannot pass through capital losses to minimize taxes paid by Fundholders.
Other Info
Unlike other investment “advisors” and stockbrokers with high costs for trading, overhead and sales, our fees are low and based on the value of our clients’ investment portfolios.
Schwab Institutional, a division of Charles Schwab & Co., Inc. is a leading provider of custodial, operational and trading support for independent investment advisors. Since 1987, Schwab Institutional has supported independent investment advisors by offering support and services to help grow their businesses and help their clients. Working with Schwab enables INVESCO, LLC to provide a wide range of products and support to help investors reach their financial goals.
We also manage tax-deferred I.R.A., Roth, 401(k), 403(b), SEP and Keough accounts, using a diversified approach to meet client investment objectives and risk levels.
Fees for these accounts are even lower than taxable investment portfolios.
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General Info
About Us
INVESCO helps people realize financial independence with a personal and proven investment approach to saving and investing. Our expertise includes managing stock portfolios and income producing real estate.