PAM ACCOUNT
GROWTH 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 assets according to their research, investment style and management philosophy.
Primary emphasis on achieving long-term growth and capital appreciation; generally little focus on generation of current income. Focus on moderate to aggressive equities and/or moderate to aggressive fixed-income instruments. Low to high exposure to interest rate risk; moderate to extremely high exposure to market risk. Exposure to foreign risk and/or currency risk highly likely.
ACCOUNT SPECIFICS
CHARACTERISTICS
- Initial investment minimum $150,000
- Annual account management fee 1.25%, advance-billed quarterly
- Minimum investment time horizon of two years (early termination fee applies)
- 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
- Portfolio holdings typically will be in companies of all market capitalizations that are experiencing accelerating sales and earnings.
- This portfolio is likely to contain "penny stocks" (i.e. "low price securities") which involve unique risks.
CONTACT US
If you are interested in our Premier Asset Management Growth Portfolio account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.
