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General Information |
| Product/Service name: Money Management (stocks & bonds)
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| Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): 3/4 of 1% per year of assets
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Brief service description:
Discretionary money management of assets over $200,000. Management style is contrarian value with an emphasis on technical analysis.
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This service is best suited for:
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Markets followed:
| Stocks
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Futures
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Bonds
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Industrial groups
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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): $200,000
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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: Weekly
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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:
| Daily
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Monthly
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Weekly
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Yearly
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Technical features:
| Advanced charts (trendlines, technical indicators)
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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): 10:30 - 7:30 (7:30 - 4:30 PST)
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Support:
| Online help
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Phone support
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Newsletter via email
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Additional Information
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Additional comments:
N/A
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