|
General Information |
| Product/Service name: Registered Investment Advisor
|
| Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): fee-only
|
Brief service description:
Goal is to help clients obtain long-lasting wealth. We use NEW advanced technology to invest in No-Load sector and domestic and international mutual funds. We use dynamic asset allocation, market timing, and fund selection.
|
This service is best suited for:
|
Markets followed:
| Industrial groups
|
Mutual funds
|
Indices
|
|
|
|
|
Brokerage Information
|
Brokerage services:
|
| Minimum account size (ex. $2000): 100,000
|
| Base commission rate (ex. $19.95): fee only
|
Brief explanation of margin rates, if applicable:
N/A
|
Are discretionary account management services offered?
|
|
|
|
Recommendations
|
| Recommendations made: No Recommendations offered
|
Recommendations made via:
|
Buy Recommendations:
|
Sell Recommendations:
|
Recommendations and research based on:
| Fundamental analysis
|
Technical analysis
|
|
|
|
|
Features
|
| Performance reports: Yes
|
| Does this service offer futures and options trading? No
|
Charts:
|
Technical features:
|
|
|
|
Support
|
| Hours available for contact (EST): N/A
|
Support:
|
|
|
|
Additional Information
|
Additional comments:
Monthly newsletter, "The Intelligent Fund Investor", at $169/year. No free copies. Proprietary advanced technology "Harloff Value Index", HVI, employed to rank foreign and domestic funds and indexes. This newsletter is available to the general public. Newsletter is independent of money management business.
|
