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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
u can. EFTA00700846 The illustrations attached give detailed information on each strategy. Here's a brief description of each fund and of PIMCO: PIMCO Total Return Fund: Aims to provide a combination of income, capital preservation and capital appreciation. This is PIMCO's anchor strategy managed by Bill Gross who is one
: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
cess to cash you can. The illustrations attached give detailed information on each strategy. Here's a brief description of each fund and of PIMCO: PIMCO Total Return Fund: Aims to provide a combination of income, capital preservation and capital appreciation. This is PIMCO's anchor strategy managed by Bill Gross who is one
, 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
u can. EFTA00656051 The illustrations attached give detailed information on each strategy. Here's a brief description of each fund and of PIMCO: PIMCO Total Return Fund: Aims to provide a combination of income, capital preservation and capital appreciation. This is PIMCO's anchor strategy managed by Bill Gross who is one
Entities connected to both Peggy Siegal and PIMCO Total Return Fund: Aims
Bauman
PERSONMorgan Stanley Smith Barney LLC
ORGANIZATIONMorgan Stanley Wealth Management
ORGANIZATIONBill Gross
PERSONWealth Mgmt MS
ORGANIZATIONthe PIMCO Income Fund
ORGANIZATIONPIMCO Unconstrained Bond Fund
ORGANIZATIONPIMCO Income Fund: Primary
ORGANIZATIONJason S"
PERSONPIMCO
ORGANIZATION