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General Information |
| Product/Service name: Global 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:
Global Capital Appreciation--Seeks to provide long-term capital appreciation (5+ years). Suitable for the client who understands and accepts the risks inherent in 100% exposure to either U.S. or international stocks on a SIMCO buy signal. Our investment objective for the SIMCO Global Plan is global capital appreciation 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 Global Plan is a 58% EAFE, 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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