THE MOST FREQUENTLY ASKED QUESTIONS ….And Their Answers: In What Form Are Accounts Maintained?
Accounts are maintained under your individual registration in your name at the mutual fund families in which we trade for you, whether at the fund family directly or through a discount broker, such as Schwab. If an account is large enough to allow us to economically create a diverse portfolio, then an individually registered account at more than one mutual fund family may be recommended. How Will I know Where to Place My Money? At the time you open your account — or, preferably prior — we will discuss with you your economic situation, your current and prospective investment portfolio, and your investment objectives. Based upon this discussion, we will recommend mutual fund families that we believe will best meet your objectives, both short term and long term. Do You Provide Tax Advice? Only in a general sense. The specifics of your tax situation are best left to your accountant who is most familiar with the information required to provide fully proper tax advice. Signalert does not p
