Frequently Asked Questions
Answering common questions
Many investors have similar questions. We've compiled a list of common questions we receive and answers are listed below. If you have a question and don't see it below, feel free to send us an email.
What Types of Accounts Do You Offer?
We offer standard brokerage accounts and retirement accounts for individuals, small businesses and large companies.
What is the difference between a Standard and PRO account?
A PRO account is an actively managed portfolio of stocks, index funds and options.
Are there minimums?
Yes, there are minimum investment amounts for PRO accounts but there are no minimums for a Standard account.
What are subscriptions?
Trading subscriptions give investors access to our trading rooms and alert service. We post market updates, charts and individual stock news in our trading rooms to keep our subscribers up-to-date as well as trade alerts. When we place a trade in one of our PRO accounts, subscribers are updated and can follow the trades.
What kind of trading do you do?
There are many different types of trading strategies when it comes to being active in the stock market. We are not day traders. Our trading philosophy is to take a position in a stock when it shows market leadership and when it has upward momentum. You could say this is "positional" trading but our strategies are unique and are based on proprietary research and indicators.
Do you have advisors near me?
We are always looking to add financial advisors to our firm. Contact us to find out if an advisor is near you.
How do I set up an appointment?
Click the "About" link above and then "Make an Appointment." Choose which type of account you're interested in and select the day and time from the calendar. Our appointments can be in-person, over zoom or by phone and they are always free.