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Money Management (stocks & bonds)

Note: The following information has not been updated by the vendor since 01/15/07.

Address:P.O. Box 6029
Kent, WA 98064-6029
Phone # for sales: 253 639 0436
Website: www.infowire.net/td
Click link to request additional product information.
E-mail address: TD@infowire.net

CATEGORY: ADVISORY SERVICES

General Information | Brokerage Information | Recommendations | Features |
Support | Additional Information

General Information TOP

Product/Service name: Money Management (stocks & bonds)
Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): 3/4 of 1% per year of assets
Brief service description: 

Discretionary money management of assets over $200,000. Management style is contrarian value with an emphasis on technical analysis.
This service is best suited for: 
  • General audience
Markets followed: 
  • Stocks
  • Futures
  • Bonds
  • Industrial groups
  • Cash markets
  • Mutual funds
  • Indices

Brokerage Information TOP

Brokerage services:  N/A
Minimum account size (ex. $2000): $200,000
Base commission rate (ex. $19.95): n/a
Brief explanation of margin rates, if applicable: 

n/a
Are discretionary account management services offered? 
  • Yes

Recommendations TOP

Recommendations made: Weekly
Recommendations made via: 
  • Email
  • Telephone
Buy Recommendations: 
  • Short term
  • Long term
Sell Recommendations: 
  • Short term
  • Long term
Recommendations and research based on: 
  • Fundamental analysis
  • Technical analysis

Features TOP

Performance reports: Yes
Does this service offer futures and options trading? No
Charts: 
  • Daily
  • Monthly
  • Weekly
  • Yearly
Technical features: 
  • Advanced charts (trendlines, technical indicators)
  • Stock screening
  • Portfolio reports

Support TOP

Hours available for contact (EST): 10:30 - 7:30 (7:30 - 4:30 PST)
Support: 
  • Online help
  • Phone support
  • Newsletter via email

Additional Information TOP

Additional comments: 

N/A

General Information | Brokerage Information | Recommendations | Features |
Support | Additional Information

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