An evolutionary approach
to portfolio management
No Success. No Fee.
The way a
relationship should be.
The First and Only Result-Based Investment Counsel
Available Exclusively to Qualified Investors
- Fees are as low as 0.5% of the market value of the portfolio per annum, that's half the standard industry rate.
- Optionally fees can be charged solely on the successful performance of the portfolio - a percentage of the portfolio's increase in value.
- No compromises of Transparency, Liquidity, Diversification or Quality.
- Custodial and transaction services are provided by a discount brokerage of the client's choosing.
Introducing "Senior Equity" Portfolio Management
A first of its kind offering featuring "Repeatable Annual Returns" with reduced risk designed to withstand the fluctuations of today's market without suffering a capital loss. Ideal for 401K, IRA, and Roth portfolios, as well as foundations, endowments, and employee pension plans. Like all other PMC offerings it provides full transparency, total liquidity, no co-mingling of client assets and diversification within the portfolio under management. Rates begin at just 0.5% per annum, that's half the industry standard rate! Call today for more details.