Managed Account Services

Dr. Pankin manages accounts using the Select Switching System. Some of the benefits and features of his client accounts are:

• Accounts are traded in a disciplined manner following the system. 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 Fidelity or a broker of your choice. I get the authority to buy, sell, or exchange mutual funds, but I do not have permission to disburse money from your account.
• You retain authority over your account and can add or remove funds at any time. I only require that you give me 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.
• 2% maximum annual fee; lower for accounts above $250,000.
• My 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.