Portfolio Management

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Note: The following information has not been updated by the vendor since 02/09/04.

Address:	10915 Danube Ave
	Granada Hills, CA 91344
Phone # for sales:	818 554 0680
Website:	www.bwsfinancial.com
Click link to request additional product information.
E-mail address:	invest@beatingwallstreet.com

CATEGORY: ADVISORY SERVICES

General Information TOP

Product/Service name: Portfolio Management

Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): 2.5-3.5% annually

Brief service description:

Professional portfolio management utilizing equities to meet your specific financial goals. Each portfolio is customized personally for every client.

This service is best suited for:

General audience
Beginner interested in trading
Novice trader
Professional trader

Markets followed:

Stocks
Industrial groups
Cash markets
Indices

Brokerage Information TOP

Brokerage services:

Full-service
Discount
Online

Minimum account size (ex. $2000): 10000

Base commission rate (ex. $19.95): 35

Brief explanation of margin rates, if applicable:

N/A

Are discretionary account management services offered?

Recommendations TOP

Recommendations made: Daily

Recommendations made via:

Telephone

Buy Recommendations:

Short term
Long term

Sell Recommendations:

Short term
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: N/A

Support TOP

Hours available for contact (EST): 6.30am PT to 3pm PT

Support:

Phone support
Bulletin board
Newsletter via email
Newsletter via mail

Additional Information TOP

Additional comments:

N/A

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Company Listing