OPEN AN ACCOUNT WITH US
Before opening an acount with us —
1. WE ASK YOU TO CONSIDER—
Do our investment philosophy and our thinking about market conditions align with your own? Through long experience, we feel strongly that our relationship with you will be mutually beneficial only if you feel comfortable with our contrarian, value-based, intermediate- to long-term approach to investing, as well as with our perspective on the current (and possible future) market environment. We hope that you have spent some time reviewing the information on this site and on Financial Sense.com and have listened to Financial Sense Newshour to determine if our philosophies align.
2. DISCUSS YOUR POTENTIAL INVESTMENT WITH US.
You may call us directly at (888) 486-3939 toll free or (858) 487-3939 (local and international) or complete our secure Contact Us form to have one of our representatives contact you.
To comply with industry regulations that we “know the customer” before offering advice or recommendations, we will need to ask you fairly in-depth questions about your financial situation, financial pressures, financial attitudes, and financial goals, either over the phone, or using our “Confidential Data Form.” This information will remain strictly confidential.
PLEASE NOTE:
Generally speaking, we are required to be registered to do business as a broker/dealer in your state before we can open an account for you. Citizens or residents of countries outside the U.S. may be prohibited from opening accounts due to U.S. Anti-Money Laundering policies, our clearing firm’s internal policies, or their own country’s policies that restrict investment in their country of citizenship/residence.
Once you discuss your needs with our team and we are confident that our objectives are in harmony, we'll send you the required forms to open an account, as well as instructions on how to fund it.
