PAM ACCOUNT
PRESERVATION OF CAPITAL 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 safety by focusing on modest capital growth; some emphasis on generation of current income. Focus on conservative fixed-income instruments and/or conservative equities. High exposure to interest rate risk; conservative to moderate exposure to market risk. Exposure to foreign risk and/or currency risk possible.
ACCOUNT SPECIFICS
CHARACTERISTICS
- Initial investment minimum $150,000
- Annual account management fees 1.00%, 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 is more likely to hold investments in large-cap companies, with a focus on dividend-paying stocks, than in companies with smaller market capitalizations.
CONTACT US
If you are interested in our Premier Asset Management Preservation of Capital Portfolio account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.
