Are you interested in using our private money management services? Here are five ways we differ from our competition:

1. We do not take custody of your funds. A separate account (client funds are not co-mingled) is set up in your name only at Schwab or Ameritrade. We take a limited power of attorney – our authority is limited to trading the account.
   
   
2. Every account is custom managed. When new capital is deposited in an account, we allocate it to our best ideas on that given day, not to a standardized list of stocks that other clients own.
3. We do our own research. We don’t share ideas with other money managers, nor do we subscribe to broker research.
4. There is no cost to open an account with us, and you can quit anytime, at no cost to you.
5. Unlike hedge funds, mutual funds and others, we’re money managers that will return your phone call. Promptly.

I’d be happy to tell you more about how we do business. If you’re interested, send me an email, or give our office a call at 1-800-525-7222.