Welcome to Weber Asset Management, a boutique investment advisor firm specializing in custom-crafted portfolios of Fidelity mutual funds.For highly personalized service and investment management from nationally recognized professionals, you have come to the right place

2. Welcome to Weber Asset
Management, a boutique
investment advisor firm
specializing in custom-crafted
portfolios of Fidelity mutual
funds.
For highly personalized service
and investment management
from nationally recognized
professionals, you have come to
the right place.

3. Ken Weber President Chief Investment Strategist

4. Principals
Over the course of more than two decades in the financial
services industry, Ken Weber has become one of the
premier mutual fund experts in the United States. Ken is
a New York native who earned his Bachelor’s degree from
Hofstra University, and his Master’s degree from Brooklyn
College of the City University of New York. He is a
founding member of Fidelity Investments’ RIA Advisor
Council, and he is a member of the National Association
of Active Investment Managers and the Financial Planning
Association.
Our President
Ken Weber is also one of America’s leading mutual fund experts.
For ten years, beginning in 1983, he published Weber’s Fund
Advisor, a highly-regarded financial newsletter. His investment
advice has been quoted in most major financial publications,
including Barron’s, Money, The Wall Street Journal and The New
York Times.
After college, Ken spent fourteen years developing a successful business.
During that time mutual funds were his passionate avocation; that intense
interest lead to his newsletter publishing business. He discontinued Weber’s
Fund Advisor in 1993 to focus his energy on providing the best possible
service for his managed account clients.
Weber Asset Management has been a Registered Investment Advisor since
Ken Weber
President

5. Our Chief Investment Strategist
Jack Bowers is widely acknowledged as a leading expert
on Fidelity Investments. He is the publisher of the top
performing Fidelity Monitor & Insight, an independent
newsletter focused on fidelity mutual funds. Jack’s record
for investment performance has been recognized in The
Wall Street Journal, Forbes, Money, USA Today and U.S.
News & World Report.
Jack is a graduate of Washington State University and the
author of the highly regarded book, Successful Investing
with Fidelity Funds.
Jack Bowers has served as Chief Investment Strategist
for Weber Asset Management since 1993.
Jack is an avid long-distance runner, as well as an electric
car enthusiast. He was one of the first owners of the all-
electric Tesla Roadster.
Jack Bowers
Chief
Investment
Strategist

6. Services___________
Free Portfolio review
Fidelity Funds

7. Working primarily with Fidelity mutual funds the professionals
at Weber Asset Management develop customized portfolio
management strategies.
Over the last two decades, we have built personal relationships with
generations of families across the United States.
Weber has approximately $250 million under its oversight.
Investors come to us for management of their…
Individual accounts
Corporate accounts
IRAs
Trust accounts
Custodian accounts
401(k) and 403(b) accounts.
Annuities

8. Weber Asset Management offers a
proprietary Portfolio Stress Test to let you know
whether your portfolio is likely to achieve your short-
and long-term wealth goals.
Ken will share the following based on your specific situation:

9. Diversity/Risk Index
How well diversified is your portfolio?
(Does that diversification reduce risk to an
acceptable level without compromising
potential gains?)
Smartscore
Is the intelligence behind the portfolio a
genius, just average, or completely
clueless?

10. Uh-Oh Indicator:
Is any part of the portfolio at
serious risk due to market
changes?
Timing Score:
Do the changes in asset mix
anticipate or follow the market?
Integrity Quotient:
How well aligned are your goals and your broker’s (Might they
be tempted to make money by doing things that aren’t in your
best interests?)

11. Transparency Index:
How easy is it to figure out how much money
you’ve made or lost this quarter? (Do they hide
fees and commissions? Is there an easy way to
compare your portfolio to market averages and
other portfolios?)

12. Weber Asset Management provides clients with
custom-made portfolios featuring no-load mutual
funds from Fidelity Investments. Our focus on Fidelity
funds is one of the strengths of our firm—one we
believe provides a significant investment advantage
for our clients

13. Contact Us
Weber Asset Management
1983 Marcus Avenue #221
Lake Success, NY 11042
Phone: (800) 438-3863