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Take Charge Financial




Take Charge Financial is a member of NASD, the National Association of Securities Dealers since 1987 as a securities broker-dealer and registered investment adviser. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
The firm was founded in 1984 the holds customer accounts and clears investment transactions through National Financial Services LLC. Take Charge Financial take an active role in money management and make investment decisions based upon professional expertise. They typically hold a limited number of positions in their core portfolio. Careful analysis of investment selection and market entry and exit points helps guide us towards overall market performance. They choose investment vehicles based upon market segments, interest rate considerations, broad movements of the U.S. and international markets, and overall market conditions.
 
Take Charge Financials philosophy is that while the long term markets reflect the fundamentals of companies and the general economy, in the short and medium term, security prices are a reflection more of market psychology, and are more influenced by market power brokers than they are by company or economic fundamentals. From this viewpoint, they consider a number of different factors in order to determine market direction. While they weigh geopolitical and economic factors that influence the market, most important is to look at what the market does in order to get the clues as to how the psychology and power forces intend to drive the market as they look forward.
 
Performance calculation is based on the average return of TCF largest accounts. Returns are net of all fees and expenses and include reinvestment of all earnings and dividends. Results are preliminary. Past performance may not be indicative of future results and every investment has the potential for loss as well as profit. The Company provides clients with a plan designed to suit individual needs. They take an in-depth look at life circumstance, resources and objectives to create active financial progress for their clients. TCF provide their clients with a plan designed to suit individual needs. They take an in-depth look at life circumstance, resources and objectives to create active financial progress for our clients. 

In addition to brokerage portfolio management, Take Charge Financial focuses on the investment strategy of Variable Universal Life that allows the investor to both grow money tax-deferred and withdraw it tax-deferred in the future.

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