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General Information |
| Product/Service name: Bond Equity Trend Administration BETA(tm)
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| Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): Maximum annual fee of 2%
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Brief service description:
R. M. Leary & Co., Inc. has been incorporated since August, 1978. The second generation of ownership continues the traditiion and success of the firm with investments in no-load mutual funds, variable annuities and sector funds. Our emphais is placed on achieving capital appreciation during periods of rising markets and capital preservation during periods of declining markets. A proprietary technical formula that capitalizes on a percentage stop-loss alerts the firm to buy or sell assets when upward/downward trends are detected. Our firm's track record is undeniable, as it has covered many years of market trends.
Our performance target for the Stock Fund Timing BETA(tm) Strategy is to double clients' assets within 4 to 5 years.
The target for our Sector Trading Strategy BETA(tm) is to double assets within a 2 to 3 year span.
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This service is best suited for:
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Markets followed:
| Bonds
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Industrial groups
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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): $100,000 1st acct,$25,000 2nd
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| Base commission rate (ex. $19.95): Annual 2% x $100,000 = $2,ooo
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Brief explanation of margin rates, if applicable:
No margins.
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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:
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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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Advanced charts (trendlines, technical indicators)
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Stock screening
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Support
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| Hours available for contact (EST): 10:30a-6:00p
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Support:
| Online help
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Phone support
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Newsletter via website
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Newsletter via mail
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Additional Information
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Additional comments:
All trading is discretionary and is acknowledged by signing an open-ended limited Power of Attorney. Cancellation is immediate with notification from the client by FAX or letter to the firm.
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