Effective 10/1/2003

For aggressive growth investors, Mark rolls out the “Swing-Trading Strategy”.

Under development for three years, this strategy features very active trading of individual stocks, bonds and mutual funds in a concentrated portfolio. The methodology identifies the sectors with the strongest momentum, then using technical and fundamental analysis, Mark selects 5-10 securities in each sector to add to his “play” list.

Securities on the play list are purchased and sold several times as they move from the bottom to the top of their trading ranges over several weeks or months until the sector loses momentum, is replaced by another and they fall off the play list.

This strategy has a $25,000 account minimum, and is recommended primarily for non-taxable retirement accounts. Performance for the swing trading strategy has been exceptional, posting double digit gains since inception.

For investors wanting to make a comeback, this is the strategy for you!
Annual Fees range from 1.5%-2.5% of the account. Performance fee agreements are available to accredited investors.