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From: "Peggy Siegal" < To: "Bernard Saint-Donat" Subject: Re: Investment Proposal Date: Tue, 19 Feb 2013 13:40:38 +0000 Importance: Normal #1. I am just getting dr
to come shortly. Peggy Peggy Siegal Company From: Bernard Saint-Donat Date: Sun, 17 Feb 2013 18:57:42 -0500 To: Subject: Re: Investment Proposal Peggy, I think that this is backward looking. Bonds have peaked and there is very little upside left, in the bond market in general. Moving forward, the
From: "Peggy Siegal" < To: "Bernard Saint-Donat" Subject: Re: Inve
f 2007-2008. Some highlights: Proposal #1 - Conservative Allocation $333,333,333 invested in the PIMCO Total Return Fund $333,333,333 invested in the PIMCO Income Fund $333,333,333 invested in the PIMCO Low Duration Fund - During the time period of 3/31/2007 through 1/29/2013 the portfolio generated $314,805 in i
:42 +0000 Importance: high Attachments: PIMCO_Conservative_Allocation_Illustration.pdf; PIMCO_Conservative- Moderate_Allocationillustration.pdf Hi Peggy I've created two investment proposals that are both keen to your desire to not be a risk taker with this money and looking to generate an income th
f 2007-2008. Some highlights: Proposal #1 - Conservative Allocation $333,333,333 invested in the PIMCO Total Return Fund $333,333,333 invested in the PIMCO Income Fund $333,333,333 invested in the PIMCO Low Duration Fund - During the time period of 3/31/2007 through 1/29/2013 the portfolio generated $314,805 in i
, 15 Feb 2013 21:10:51 +0000 high PIMCO Conservative — Allocation_Illustration.pdf; P1MCO_Conservative- _ Moderate Allocatton_Illustration.pdf Hi Peggy Just want to be sure you received my email from last night. All the best Jason From: Bauman, Jason S (Wealth Mgmt MS) Sent: Thursday, February 1
f 2007-2008. Some highlights: Proposal #1 - Conservative Allocation $333,333,333 invested in the PIMCO Total Return Fund $333,333,333 invested in the PIMCO Income Fund $333,333,333 invested in the PIMCO Low Duration Fund - During the time period of 3/31/2007 through 1/29/2013 the portfolio generated $314,805 in i
Entities connected to both Peggy Siegal and the PIMCO Income Fund
Bauman
PERSONMorgan Stanley Smith Barney LLC
ORGANIZATIONMorgan Stanley Wealth Management
ORGANIZATIONBill Gross
PERSONWealth Mgmt MS
ORGANIZATIONPIMCO Unconstrained Bond Fund
ORGANIZATIONPIMCO Total Return Fund: Aims
ORGANIZATIONPIMCO Income Fund: Primary
ORGANIZATIONJason S"
PERSONPIMCO
ORGANIZATION