1. Website Subscription Service: ($100.00 per year, includes free 30 day trial): Our website service includes investment analysis and guidance on sectors, types of investments, risk level, when to buy and sell, and occasional updates on current market trends. You will receive a library of links to some of the best educational investment resources on the internet. You are free to apply our research in building your own portfolio. We encourage you to ask reasonable questions.
2. Private Consultations: Private advisory and consultation services are available for institutions and individuals. We offer advisory services for investment and business related questions. Fees may be negotiated on a per job basis. Hourly fees are approximately $200 per hour. Please contact us for additional information.
3. Managed Account Service: We offer a reasonably priced managed account service for individuals and institutions of all sizes. Your accounts are personally managed. Every client is required to complete a Client Profile in order to determine objectives, personality, risk tolerance, capability, responsibilities, and other issues of importance. Some examples of the types of accounts we handle are Conservative, Income, Aggressive, ETF & Commodity, Ethical Investing, and discretionary accounts. Please contact us to discuss specifics and our fee schedule for managed accounts.
