Money Management Services

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Note: The following information has not been updated by the vendor since 01/14/10.

Address:	P.O. Box 39779
	Lakewood, WA 98496-3779
Phone # for sales:	253 581 4889
Additional Phone #:	800 872 3737
Website:	www.mcoscillator.com
Click link to request additional product information.
E-mail address:	admin@mcoscillator.com

CATEGORY: ADVISORY SERVICES

General Information TOP

Product/Service name: Money Management Services

Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): $25,000 minimum

Brief service description:

Money management services utilizing Rydex Mutual Funds. Funds shifted among Rydex funds according to the bullish or bearish signals published in the McClellan Market Report's Daily Fax Edition. Plus new Equity Allocator Program investing in Exchange Traded Funds (ETFs) using relative strength analysis to weight more towards growth or value and towards big cap versus small cap.

This service is best suited for:

General audience
Beginner interested in trading

Markets followed:

Stocks
Bonds
Mutual funds
Indices

Brokerage Information TOP

Brokerage services: N/A

Minimum account size (ex. $2000): 25000.00

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

Brief explanation of margin rates, if applicable:

Through an affiliated firm, investors can take advantage of the McClellans' stock market insights by investing in a managed accounts program utilizing mutual fund switching. Global Investment Solutions, LLC is a Registered Investment Adviser (RIA) located in Newport Beach, California. (800) 440-7283 In addition to The McClellan Stock Optimizer Program and The McClellan Equity Allocation Program, Global offers several other managed account programs. Global's goal is to offer management services specifically tailored to better serve its clients' investment needs.

Are discretionary account management services offered?