Portfolio Management

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Note: The following information has not been updated by the vendor since 01/24/10.

Address:	504 E. 131st Way
	Thornton, CO 80241
Phone # for sales:	303 912 9110
Additional Phone #:	303 324 5235
Fax:	1 509 471 6097
Website:	www.tatoday.com
Click link to request additional product information.
E-mail address:	sales@tatoday.com

CATEGORY: ADVISORY SERVICES

General Information TOP

Product/Service name: Portfolio Management

Price (start-up cost, annual fee, monthly fee, one-time cost, etc.): 15% of profits generated

Brief service description:

We manage several different portfolio types. All have risk management as the centerpiece with varying degrees of acceptable drawdowns. Chargs only incurred if profits are generated. Highwater mark. L.A. trades his own accounts along with yours. Highly transparent account structure.

This service is best suited for:

General audience

Markets followed:

Stocks
Futures

Brokerage Information TOP

Brokerage services:

Discount

Minimum account size (ex. $2000): $100,000

Base commission rate (ex. $19.95): 15% of proftis per quarter

Brief explanation of margin rates, if applicable:

High water mark on all accounts. No base fees. Only charge if profits generated.

Are discretionary account management services offered?

Recommendations TOP

Recommendations made: N/A

Recommendations made via: N/A

Buy Recommendations:

Short term
Long term

Sell Recommendations:

Short term
Long term

Recommendations and research based on:

Technical analysis

Features TOP

Performance reports: Yes

Does this service offer futures and options trading? Yes

Charts: N/A

Technical features: N/A

Support TOP

Hours available for contact (EST): N/A

Support:

Phone support

Additional Information TOP

Additional comments:

N/A

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Company Listing