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For investors who would prefer to have a financial professional manage their account on their behalf, we've licensed all of our strategies to Scott Daly of Comprehensive Capital Management.
Scott is a financial advisor who specializes in trading active portfolios like ours. He can manage accounts at ProFunds, Rydex, Direxion or within several annuity products using the same updates we're following in our own portfolios 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.
What is a managed account?
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.
How much does it cost?
The standard charge for managing an account following any of our programs 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 that the minimum account size for managed services is $25,000 USD. Financial professionals, please contact us directly.
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| M | = Available via managed account |
| S | = Available via subscription |