Managed Account Services

Dr. Pankin manages accounts using the methods described on this site. Some of the benefits and features of his client accounts are:

• Accounts are traded in a disciplined manner following the systems. No system can work unless it is followed without second guessing, which many investors are tempted to try.
• Your account is registered in your name with brokersXpress or Rydex, or another broker or mutual fund company. Dr. Pankin gets the authority to buy, sell, or exchange mutual funds, but does not have permission to disburse money from your account.
• You retain authority over your account and can add or remove funds at any time. Your only requirement is that you give notice of any changes in your financial situation or account.
• Alternative levels of aggressiveness can be employed to adjust the expected return vs. expected risk.
• You can cancel your account at any time.
• $50,000 minimum for sector fund trading programs, which can be spread among more than one program.
• 2% maximum annual fee for mutual fund trading programs; lower for accounts above $250,000.
• Minimums and fees for stock trading programs are different. See the literature or contact Dr. Pankin for details.
• Dr. Pankin's only compensation is received from clients, so there no concern about your account being "churned," and there is no potential conflict of interest.
• You receive easy to understand quarterly reports showing the transactions in your account, how each mutual fund trade performed, and your rates of return for the quarter, year-to-date, and since account inception.

I will be happy to provide details upon request. Click here to e-mail for additional information. You can also call (703) 524-0937 during normal business hours (Eastern time).

For more information on Dr. Pankin, see his biography.