Dear Member:
If you are fed up with managing your portfolio on your own, or perhaps unhappy with your current investment manager, I’d like to send you some important new investment information -- free and without obligation.
You know me from my Fidelity Insight reports and perhaps from my appearances in Barrons, The Wall Street Journal or on CNBC. I am also the President and Chief Investment Officer of Kobren Insight Management (KIM) which manages over three quarters of a billion dollars for individuals and institutions.
At KIM, we develop customized portfolios for high-net-worth investors ($250,000 minimum account) designed and managed to meet each client's particular investment goals. With a wide range of investment options, including individual bonds, individual stocks and mutual funds, we can create an investment program tailored to your own unique needs.
All you have to do is fill out the Confidential Online Request Form. As soon as I hear from you, I’ll immediately send you (via email) my latest Portfolio Manager's Report to KIM clients.It contains my views on:
- What's ahead for the markets
- Which types of mutual funds are likely to benefit
- What role should bonds play in your portfolio
- How to protect yourself should rates rise
I'll also rush you my FREE KIM Investment Kit. It discusses whether or not professional money management may be right for you, KIM's investment strategy and approach to managing risk, and of course, our track record.
I look forward to hearing from you.
Sincerely yours,

Eric M. Kobren
President, Chief Investment Officer