Can I have my portfolio managed as a single account, outside the TIA Portfolio trading Group 0011?
Yes, Mr. Trusskey will advise you and help to come up with a personalized portfolio that suits your needs. This personalized portfolio can be reviewed and changed anytime you request it, but there is a $50,000.00 account minimum for the personalized portfolio. Personalized portfolios reside in Group 0009. Q: What do I do if my life changes and I want to be moved to money market funds? A: Just send an email to Mr. Trusskey and he will move you to Group 0010, which is a group that does not trade and sits in the Rydex Government Money Market Fund at all times. If your funds are in this group for an entire quarter, the management fees are waived. These are the most frequently asked questions, but if you have another one, please email Matt from the “Contact Us” tab on the upper left side of this web page!
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- Can I have my portfolio managed as a single account, outside the TIA Portfolio trading Group 0011?