Switch to AIM before the end of the year and LOCK IN YOUR LOW FEES!

I am reaching out personally to let you know of a big update happening over the next couple of months in our AMPT program as we close out 2024 and enter a new year of investing and trading for our wonderful clients under our new leadership team.


As a faithful AMPT PRO client, we have decided to give you an opportunity to TRANSFER your PRO funds to AMPT AIM but KEEP the SAME LOW FEES you have been experiencing as a PRO client.  As you know, PRO clients receive the lowest fees of any of our fund management programs in AMPT, so you will be “locking in” the lowest fees possible but receiving the full benefits of AIM (our “white-glove do it for you” portfolio).


As a team, after careful analysis and many prayers, we have decided to “sunset” the AMPT PRO portfolio as of Jan 1, 2025.  As of this date, we will no longer be offering our AMPT PRO services or collecting fees for the management of the PRO portfolio.  For this reason, we wanted to give YOU the best of what we have–AIM (and access to UP)–but at the lower fees you are used to.


What are the benefits of transferring funds from PRO to AIM?

  • No more having to check emails or texts for timely fund management decisions–we handle it for you, saving you time!
  • No more having to access our website for the CSV files to make changes in your portfolio–we do it for you, improving your entry/exit timing and efficiency of your positions in the dynamic market!
  • No more having to wrangle Interactive Broker into submission to get into or out of investments–we do it for you, saving you frustration in order entry and confirmation!
  • No more having to pay higher fees for these amazing “white glove” services provided in AIM–all the benefits AND lower fees for your loyalty when you transfer your funds to AIM!



What can you expect with AIM?

  • Our team of Investment Advisors and analysts (under Executive Director, Geoffrey Nance’s guidance and watchful eye) will stay on top of the market FOR YOU, watch for the market cycle changes FOR YOU, get in and out of investments FOR YOU, and send you monthly updates sharing our thoughts on investment decisions and future moves so that you are “in the know.”
  • Lock in the same low fees you are already used to paying–we will not increase your fees!
  • Your Investment Advisor will work with you to refine your investment goals, help you select the most appropriate portfolio within AIM (conservative, balanced, growth, aggressive growth) based on your situation and risk tolerance, and keep you informed along the way.
  • You can count on our team to do everything in our power to reach monthly, quarterly, and yearly investment goals on your behalf and for your family’s future.  We will be in the trenches so you do not have to be.  We will pray for you, fight for you, and be in partnership with you every step of the way.


To move forward with transferring funds from PRO to AIM before the end of 2024, please complete this form, or if you’d prefer, you may schedule an appointment and we will assist.  



Our faithful team of Investment Advisors and Client Engagement Reps will work on your behalf to help you get everything switched over as seamlessly as possible.  We hope to speak with you as soon as possible.


We look forward to serving you in our AIM program in 2025 and moving into a promising new year!


Sincerely,

Katie Huber

CEO TRADEway


Message from CEO: Keep your fees and switch to AIM!


Did you hear? We are “sunsetting” AMPT PRO and allowing our clients to KEEP THEIR SAME LOW FEES when they switch to AIM before the end of the year!


As of Jan 1, 2025, we will no longer be offering our AMPT PRO services.  However, due to your faithful involvement in PRO, we would like to offer you the opportunity to switch to AIM and receive the full benefits of the program but at a fraction of the fees.


Book your appointment TODAY to get switched over before the end of the year, or simply complete this form!


Benefits of transferring from PRO to AIM.


What you can expect from AIM.


To move forward with switching from PRO to AIM before the end of 2024, please schedule an appointment now.  Our faithful team of Investment Advisors and Client Engagement Reps will work on your behalf to help you get everything switched over as seamlessly as possible.  We hope to speak with you as soon as possible.



We look forward to serving you in our AIM program in 2025 and moving into a promising new year!


Sincerely,

Katie Huber

CEO TRADEway

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