PAM ACCOUNT
ENERGY PORTFOLIO
In this type of fee-based Premier Asset Management (PAM) account, Puplava Financial Services, Inc. (PFS), in its capacity as a Registered Investment Advisor, and its investment advisor representatives (IARs) direct and manage specified client accounts according to their research, investment style and management philosophy. In particular, investors in this portfolio lean on Jim Puplava’s unique expertise in the energy sector and his long-time awareness of an approaching energy crisis.
Primary emphasis on achieving aggressive long-term growth and maximum capital appreciation in energy sector; generally little focus on generation of current income. Focus on aggressive energy equities, a substantial portion of such may be foreign equities. Low to high exposure to interest rate risk; high to extremely high exposure to market risk and sector risk. Exposure to foreign risk and/or currency risk highly likely. The account represents a very high level of risk over a long time horizon and is likely to be extremely volatile.
The model portfolio is an assortment of energy production, service, research, and infrastructure companies and other energy-related investment instruments. Company market capitalization may range from small to large.
This portfolio is suitable for sophisticated investors with significant net worth.
ACCOUNT SPECIFICS
CHARACTERISTICS
- Initial investment minimum $100,000
- Annual management fee of 1.50% advance-billed quarterly
- Transaction costs charged in addition to management fees (contact us for a schedule of fees)
- IAR does not participate in commissions from the purchase or sale of equities
- IAR has discretion over all trading
PORFOLIO HOLDINGS
Holdings typically in companies that produce, research or provide infrastructure for energy. Companies held may be involved in oil drilling, shipping, or refining; oil shale; tar sands; synthetic oil; natural gas; solar power; wind turbines; hydrogen power; geothermal power; uranium/nuclear power; coal or coal gasification; ethanol (grain or cellulosic); biobutanol; energy services; energy royalty trusts and more. Energy exchange traded funds (ETFs) may make up a portion of the portfolio. Allocations to different size companies (micro cap, small cap, mid cap, large cap) are subject to change as we try to respond to current (or perceived future) market conditions.
This portfolio is likely to contain "penny stocks" (i.e. "low price securities"), which involve unique risks.
Please note: This portfolio only contains stock in energy companies and other energy-related investment instruments. We do not invest in energy futures (such as oil contracts) for our clients.
CONTACT US
If you are interested in our Premier Asset Management Energy Portfolio account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939).
