Starting in 2007, we will begin offering Private Client Services via e-mail in addition to the normal services outlined on our main website. This separate and more private service will be provided on a limited basis and will focus very narrowly on a relatively few number of trades per year (perhaps five or so). It will be more informal in nature and will include a higher level of service to subscribers.
Each trade outlined will be closely monitored throughout the holding period, which may be several months if not more.
While e-mails may not be sent every day (or even every week), when they are sent, they will thoroughly cover the
trade, both from a fundamental and technical standpoint, along with suggestions on how to handle any new and/or open
positions. The focus will be more on medium term investing than trading, with the overall goal being cumulative gains
in the 20% or higher ranges per year. Clearly, this service will be aimed at accredited investors with far more
risk tolerance than average.
If you are interested, please contact us for further details and pricing or feel free to download our PCS registration form in PDF. Minimum suggested portfolio size is
$250,000 or higher. Clients will be asked to read and sign a disclosure statement outlining how information will be
provided, etc. Payment is made in advance by certified funds.
Ray Johns
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