• Managed Accounts- My goal for managed accounts
is to provide high risk-adjusted returns with an actively
managed portfolio that reflects your individual risk
tolerance and financial goals. After transferring
your assets to our custodian, TD Ameritrade Institutional, we utilize no-load mutual funds to execute
our active-market timing strategy. Our methodology
incorporates both fundamental and technical analysis
techniques to meet your risk/return objectives. Portfolio
changes are ongoing as we respond to intermediate-term
market trends and economic conditions.
• Since 1995, our clients have enjoyed attractive
returns versus the benchmark indexes (net of our fees)
over a buy-and-hold strategy. Utilizing research from
the top strategists in the money management business,
we are able to deliver top performance and personal
attention. Clients receive monthly statements, quarterly
performance reporting and an annual individual consultation
and portfolio review. Call me today for a personal
appointment to discuss your situation.
• After an initial establishment fee, our compensation
is an annual percentage fee, ranging from .9%-2.5%
of the assets under management. This fee-only approach
rewards performance and penalizes under-performance,
thus our interests are aligned. We have established
a $25,000 minimum for swing trading strategy and $50,000 minimum for regular market timing strategy. However,
you may also choose hourly rates for part-time investment
advice.
• We offer two separate strategies for managed
accounts- a swing trading strategy and a
regular market timing strategy.
Swing Trading Strategy
Active Market-timing
Beating a buy and hold approach
