managed accounts

For investors who would prefer to have a financial professional manage their account on their behalf, we've licensed our YK Strategy to Scott Daly of Comprehensive Capital Management.

Scott is a financial advisor who specializes in trading active portfolios like YK. He can manage accounts at ProFunds, Rydex, or within several annuity products using the same updates we're following in our own portfolio every day. For more information about opening a managed account, please contact Scott Daly directly at (718) 428-2261 or via email at timeitnow@aol.com.

A managed account is an account opened by an investor at a mutual fund or annuity firm, and held in the name of the investor. There is 100% transparency and the investor always has 100% internet access to the account. The appointed manager of the account is simply given the ability to position the account (i.e. exchange funds within the account) in order to follow a strategy. Unlike hedge funds and funds of funds, a managed account does not have a lock up period and does not share in your profits. You always know where your account is invested and only you have access to the funds in the account.

The standard charge for managing an account following YK is 2.5% per year of assets under management, charged quarterly. Unlike a hedge fund, we do not share in your profits. Given the value we've provided to investors and the high performance fees charged by other alternative investment products, we feel that this is the most investor-friendly approach to managing client funds.

Please note the minimum account size for managed services is $25,000 USD.

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