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General Information |
| Product/Service name: Investment Quality Trends subscription service
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| Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): $55-two month trial, $310 year
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Brief service description:
A leading stock market advisory firm, I.Q.Trends monitors 350 Select Blue Chip stocks to determine when to buy, sell or hold. Founded in 1966, this top-rated service publishes a newsletter in hard copy and on-line to subscribers worldwide. I.Q.Trends portfolio consultation services manages the portfolios of individuals and institutions, achieving top performance results.For questions or comments please e-mail us at: iqtrends@pacbell.net or call: (619) 459-3818
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This service is best suited for:
| General audience
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Beginner interested in trading
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Novice trader
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Professional trader
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Markets followed:
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Brokerage Information
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Brokerage services:
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| Minimum account size (ex. $2000): $100,000
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| Base commission rate (ex. $19.95): .5% for portfolio above $400k
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Brief explanation of margin rates, if applicable:
At the time of the interview, Geraldine and Greg will consider your financial situation and long-term investment objectives. Approximately two weeks later, you will receive a written report outlining your portfolio analysis and specific recommendations, including suggestions of stocks to buy, sell or hold. Thereafter, you will receive personalized, quarterly updates to the original report -- outlining portfolio progress, additional recommendations, and continued asset allocation. In addition to the above services, clients are welcome to call the office at any time and ask further questions regarding their portfolios. The fee is based on 0.5% of the client's total portfolio, with a minimum fee of $1500. Therefore, clients with portfolios of $300,000 or less will be charged a flat fee of $1500. Clients with portfolios valued at more than $300,000 will be charged 0.5%. These are annual fees which include a personal interview, initial work-up and recommendations. Three quarterly follow-up reports and other additional timely recommendations are included with the service free of charge. We hope and trust that this relatively modest fee will be more than justified by the profitable advice that you will receive. For any additional information or to set up your interview, call our office at (619) 459-3818.
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Are discretionary account management services offered?
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Recommendations
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| Recommendations made: Monthly
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Recommendations made via:
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Buy Recommendations:
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Sell Recommendations:
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Recommendations and research based on:
| Fundamental analysis
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Technical analysis
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Features
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| Performance reports: Yes
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| Does this service offer futures and options trading? No
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Charts:
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Technical features:
| Simple charts (open, high, low, close)
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Stock screening
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Portfolio reports
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Support
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| Hours available for contact (EST): 12pm-7pm
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Support:
| Online help
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Phone support
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Newsletter via email
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Newsletter via website
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Additional Information
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Additional comments:
N/A
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