The Consulting Services
THE CONSULTING SERVICES
As an independent private consultant, our goal is to offer investors a conservative return potential in both rising and declining markets. We accomplish this by using flexible trading techniques in various ETFs, as well as stock and bond index mutual funds for our Private Account Consultant Management Services. These preferred ETFs and open-end no-load index mutual funds are both highly adaptable to rapidly changing market conditions. While a “buy and hold” strategy requires little participation and may provide an acceptable level of return in a strong trending bull market, it leaves the investor quite exposed in bearish times. Our technical style of trading is equally productive in a recession as it is in a bullish stock market rally. We feel that an absolute commitment to either the bullish OR bearish scenario is misplaced and leaves substantial return potential unreachable during changing markets conditions.
IT’S UNIQUENESS
While markets require a thorough understanding of fundamental issues and economic pressures, trading in today’s markets using fundamental guidelines is a recipe for financial loss. Analyst’s forecasts and recommendations have proven not only inaccurate but many times misleading as company officers have taken “creative” accounting to a new level. Technical analysis, especially our refined wave oscillators have proven measurably more effective for short and long-term investing in a variety of markets. The name Private Account Consultant Manager reflects our focus on these proven, reliable indicators.
INVESTING PROFILE
Our investment style can best be described as active asset allocation based. Unlike most investment firms that focus solely on “value” or “growth” stock investing, we recognize that economic business cycles, relative valuations and market psychology all influence various market sectors differently and lead to an ever-changing landscape of exploitable investment opportunities. Our ability to generate above-market returns hinges on the quality of the decisions we make in three key areas – broad stock market exposure, wave pattern technical analysis and individual investment selection.
Our Private Account Consultant Management Services implements its investment views using no-load index mutual funds an exchange traded fund’s (ETFs) that pursue a range of investment strategies from large cap growth and value stock to more specialized regional emerging markets debt and equity, natural resources, and market-neutral strategies. In appropriate cases, we will also hold positions in individual stock, preferred stocks, exchanged traded funds (ETFs), closed-end mutual funds, US Treasury zero coupon bonds (STRIPS), and conventional US Treasury Bills, Notes and Bonds. These instruments are traded throughout the world for the purpose of direct profits as well as a hedging tool for large cash and equity positions. These preferred ETFs and index mutual funds are highly liquid and can generate profits in both a rising and declining stock market.
ACCOUNT SAFETY
As a private account consultant management services, you do not put your capital with us directly. Instead, we suggest that you set up a “Online” self-directed brokerage account — the safest type of account — as an individual, trust, corporate or tax-deferred account at one of a number of major financial institutions such as Fidelity Investments, Interactive Brokers or other discount brokerage firms to utilize our “Online” Private Account Consultant Management Services, through a secure private arrangement. You simply provide us “Online” access through the Internet with the account number and access code for on-line trading with a Limited power of Attorney within our agreement. All of these “online” self-directed brokerage account services give you the ability to have a separate password for fund withdrawals and/or transfers, which is “never” shared with us, providing you with the security and peace of mind. It is important to understand that it is your account and that while we will enter and exit the various ETFs and/or no-load index mutual fund positions, and other instruments on your behalf on-line, we cannot make any withdrawals or transfer funds, when setting up a “separate” password, unknown to ourselves, within the fund transfer section of the “online” self-directed brokerage account. You have unrestricted access to your account(s) and may verify/monitor balances or trades as often as you like on-line or by the phone.
This is one of major differences between our consultant management services, with its secure private arrangement, and public investment firms like private equity, venture capital, private credit, hedge funds, and financial advisors. They, in most cases, put your money into an account with many others, commonly referred to as institutional accounts, and the manager has complete discretionary access of the funds, on its use, movements, and the information provided in their quarterly statements. These public investment firms, with complete access to their clients’ funds, have allowed for many “unfortunate circumstances” for their clients every year, especially through bear markets.
COSTS/FEES
We simply charge a management fee per calendar quarter for its service. To encourage an above average rate of performance for its consultant management services, we receive a performance bonus – when applicable — per fiscal twelve-month period, based upon the commencement date, for the Private Account Consultant Management Services. These are outlined in detail within the Private Account Consultant Management Services Agreement. There is no additional commission charged for entering or exiting the various positions, but only the amount charged by the discount brokerage firm for executing the trades. Our belief is that any compensation received for this process is a direct “conflict of interest” from the primary goal of generating overall profits for our clients.
We offer five different risk profile models to tailor our trades to individuals, trusts, foundations and/or corporations level of risk tolerance. These profiles — outlined within our provided Client Profile Form — may be changed by clients, as their personal situation adjusts through the years.
Since we enter into a confidentiality agreement with our clients for their privacy and protection, there are several ways to confirm the accuracy of our abilities. First, clients receive weekly updates, through WhatsApp, after the market closes on Fridays, lending to short and long-term credibility — displaying the accuracy of our wave pattern technical analysis, along with the additional fundamental information provided. And, older newsletters are available within the website, which show the date when they were released to further confirm their accuracy. Second, clients can monitor their account Online as the various trade positions are executed as well as the total equity value of their portfolio. New clients can specify their risk tolerance levels as a percentage, when filling out the our Client Profile Form, for a further initial level of comfort.
As mentioned within the various newsletters, a balanced and properly weighted investment portfolio will be absolutely essential as we proceed through changing bull and bear market cycles. Insightful diversification will greatly augment the overall portfolio appreciation, while lowering potential risks. Should you have any questions regarding the above information discussed within this letter or the other material provided within this website, we stand ready to answer them as well as provide further clarification. Also, if you have a sincere level of interest in utilizing our Private Account Consultant Management Services, we would be willing to meet with you in person.
Sincerely,
John Moir
Worldwide Consultant Manager