STONEBASIN Capital Management, Inc.
STONEBASIN Capital Management, Inc.
996 120th Street
Berwick, IL 61417
ph: 309-426-1591
fax: 309-426-1591
cwoolman
Services
Individual Services
Investment Management - We provide conservative to intermediate investment risk, highly diversified and low cost investment advice. Mutual funds, exchange traded funds, stocks, bonds (taxable and non-taxable) and CDs.
We treat all clients with respect, integrity and fairness.
We protect investors from unfair investment fees. We teach investors how to reduce their investment costs. This is especially helpful to retirement plan participants. We provide investment educational classes for large and small groups.
Provide investors an informative easy to read booklet titled "How To Protect Yourself From Unfair Investment Fees."
Helping you preserve assets is a priority. If anything, the past ten years teaches us you cannot trust the stock market to be your financial rescuer. The stock markets can be rewarding but as we all know to well it can also lead to swift dramatic loses. Greater awareness needs to be given to preserving your assets.
We are not locked-in to a buy and hold strategy. SCM will raise cash if we believe the markets are overpriced.
Retirement Plan Services
Provide investment advisory services for corporate and non-corporate plans such as 401(k), 403(b) and individuals.
We simplify the investment process.
We show you how to reduce overall plan fees. Cost reductions and compounding are key components to long term investment success. We show employers and employees responsible for managing retirement plans how to lower mutual fund fees, third party administration fees, record keeping fees and advisory fees.
Provide plan sponsors and participants with full fee disclosure. Transparency of all costs from all providers.
Help 401(k) plans comply with ERISA Section 404(a) and 404(c) and increase your liability protection.
Review investments for suitability and comparative performance.
Provide participants with investment education and supporting materials.
Explain difference between active and passive investing, costs and performance
Quarterly visits giving participants opportunities to ask questions.
Wellness Programs
Stay Healthy. Wellness programs with rewards for employees. Healthy employees are good for business and help reduce health insurance costs and claims. Offered through Wellness Delivered.
INVESTMENT ADVISORY FEES
SCM can customize fees. Fixed rates are charged based on total assets. Fixed rates will be adjusted annually. Fees can be paid monthly or quarterly.
0 to $1,000,000 .50% or 50 basis points
$1,000,001 to $5,000,000 .40% or 40 basis points
Over $5,000,000 .35% or 35 basis points
STONEBASIN Capital Management, Inc.
996 120th Street
Berwick, IL 61417
ph: 309-426-1591
fax: 309-426-1591
cwoolman
