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Registered Investment Advisor

Note: The following information has not been updated by the vendor since 10/02/00.

Address:26106 Tallwood Drive
North Olmsted, Oh 44070
Phone # for sales: 440 734 7275
Fax: 440 734 7275
Website: www.harloffcapital.com
Click link to request additional product information.
E-mail address: harloff@ameritech.net

CATEGORY: ADVISORY SERVICES

General Information | Brokerage Information | Recommendations | Features |
Support | Additional Information

General Information TOP

Product/Service name: Registered Investment Advisor
Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): fee-only
Brief service description: 

Goal is to help clients obtain long-lasting wealth. We use NEW advanced technology to invest in No-Load sector and domestic and international mutual funds. We use dynamic asset allocation, market timing, and fund selection.
This service is best suited for: 
  • General audience
Markets followed: 
  • Industrial groups
  • Mutual funds
  • Indices

Brokerage Information TOP

Brokerage services:  N/A
Minimum account size (ex. $2000): 100,000
Base commission rate (ex. $19.95): fee only
Brief explanation of margin rates, if applicable: 

N/A
Are discretionary account management services offered? 
  • Yes

Recommendations TOP

Recommendations made: No Recommendations offered
Recommendations made via:  N/A
Buy Recommendations:  N/A
Sell Recommendations:  N/A
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): N/A
Support: 
  • Newsletter via mail

Additional Information TOP

Additional comments: 

Monthly newsletter, "The Intelligent Fund Investor", at $169/year. No free copies. Proprietary advanced technology "Harloff Value Index", HVI, employed to rank foreign and domestic funds and indexes. This newsletter is available to the general public. Newsletter is independent of money management business.

General Information | Brokerage Information | Recommendations | Features |
Support | Additional Information

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