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IQ Trends Private Client

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

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? 
  • Yes

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

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

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