PAM ACCOUNT
PRECIOUS METALS 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 precious metals sector as he determines which precious metals mining companies are worthy of long-term investment.
Primary emphasis on achieving aggressive long-term growth and maximum capital appreciation in precious metals sector; generally little focus on generation of current income. Focus on aggressive precious metals 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 precious metals companies and other precious metals-related investment instruments, including bullion and coins.
This portfolio is suitable for sophisticated investors with significant net worth.
ACCOUNT DETAILS
CHARACTERISTICS
- Initial investment minimum $100,000
- Annual management fee of 2.00% 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
Portfolio holdings typically include junior exploration, development and producer companies with a lesser portion of mid-tier and large-cap producers, and gold, silver, platinum, or palladium bullion or coins (IRA accounts will be limited to gold and silver American Eagle coins). Precious metals exchange traded funds (ETFs) may make up a portion of the portfolio. Allocations to different types of precious metals companies 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.
CONTACT US
If you are interested in our Premier Asset Management Precious Metals Portfolio account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939).
