Clients sign a limited power of attorney authorizing us to buy and sell securities on their behalf.
We are not a hedge fund. We do not go short, borrow money to take positions, or invest in financial derivatives of any kind.
We perform no investment banking services. We perform no brokerage services. We manage money for our employees and officers using the publicly traded companies that comprise the portfolios that we manage for our clients.
Equities: 1.00 percent per annum, billed 0.25 percent every three months.
For every investment activity in your account, you will receive next day confirmation from Charles Schwab & Co., Inc. as well as a monthly statement of holdings. We send a performance report at the end of the calendar year.
At any one time, we hold no more than thirty companies in our portfolio.
Creative thinking and investing in United States common stocks, publicly traded companies whose global headquarters are in the United States.
Charles Schwab & Co., Inc., BOK Financial Corporation execute all purchases and sales and hold all client securities.