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General Information |
| Product/Service name: Dynamic Asset Allocation Plan
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| Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): 2%/year on 1st $250,000
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Brief service description:
Growth/Growth with Income--Seeks to provide long-term (5+ years) growth or growth with income. Suitable for the client who understands and accepts risk inherent in a partial or full exposure at times in stocks and/or bonds, but, would not be comfortable with the "all or none" approach of the SIMCO Growth Plan. Our investment objectives for the SIMCO Dynamic Asset Allocation Plan are growth or growth and income with moderate risk over a complete market cycle. More specifically, our goal is to avoid 80% of bear market losses and to capture 80% of bull market gains, resulting in a superior risk-adjusted return. Since we have historically been allocated in equities only 58% of the time, we believe that the appropriate benchmark for our Dynamic Asset Allocation Plan is a 58% NYSE TR, 42% 3-month T-bill index.
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This service is best suited for:
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Markets followed:
| Stocks
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Cash markets
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Mutual funds
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Indices
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Brokerage Information
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Brokerage services:
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| Minimum account size (ex. $2000): $25,000
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| Base commission rate (ex. $19.95): N/A
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Brief explanation of margin rates, if applicable:
N/A
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Are discretionary account management services offered?
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Recommendations
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| Recommendations made: Daily
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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:
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Support
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| Hours available for contact (EST): 9am-6pm
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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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