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Service

Along with our publications you will receive the individual service of a dedicated account executive. Under the direction of management, your account executive's core responsibility will be to act as a liaison between you and our research staff. Your account executive is also responsible for.

  • Monitoring your positions (According to our weekly reports)
  • Contacting you with important developments as they occur

Our account executives are not to be confused with brokers they do not control your funds or participate in any investment decision making. This key factor makes our service completely objective and unbiased.

Our account executives are responsible both for managing all the firm's services for the benefit of our clients and also for representing the firm's point of view to our clients. Our research presents clients with a menu of stocks that have distinctly different characteristics. Our account executives are there to help put our professional caliber research to work for our clients. This approach keeps our clients abreast of our research and allows them to reach their investment needs without having to lose control of their assets

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