IQ Trends Private Client

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Note: The following information has not been updated by the vendor since 03/09/05.

Address:	6450 Lusk Blvd., Suite E 104
	San Diego, CA 92121
Phone # for sales:	858 459 3818
Fax:	858 459 3819
Website:	IQTrends.com
Click link to request additional product information.
E-mail address:	info@iqtrends.com

CATEGORY: ADVISORY SERVICES

General Information TOP

Product/Service name: IQ Trends Private Client

Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): .25% quarterly in arrears

Brief service description:

A fee-based discretionary investment management service based on the Weiss Method as published in the Investment Quality Trends newsletter since 1966.

This service is best suited for:

General audience

Markets followed:

Stocks

Brokerage Information TOP

Brokerage services: N/A

Minimum account size (ex. $2000): $500,000

Base commission rate (ex. $19.95): N/A

Brief explanation of margin rates, if applicable:

N/A

Are discretionary account management services offered?

Recommendations TOP

Recommendations made: Daily

Recommendations made via:

Email
Telephone

Buy Recommendations:

Long term

Sell Recommendations:

Long term

Recommendations and research based on:

Fundamental analysis
Technical analysis

Features TOP

Performance reports: Yes

Does this service offer futures and options trading? No

Charts: N/A

Technical features:

Stock screening
Portfolio reports

Support TOP

Hours available for contact (EST): 10:00 a.m. to 6:00 p.m.

Support:

Phone support
Newsletter via email

Additional Information TOP

Additional comments:

N/A

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Company Listing