Alan Prisock's Contact Details

Alan Prisock's Company Details

We focus on the following types of investments:exchange-listed securities (example: stocks listed on the New York Stock Exchange),securities traded over-the-counter (example: stocks traded through NASDAQ), andforeign issuers (example: foreign stocks who have their shares registered as American Depository Receipts in American banks). We have the option of having our quarterly fees deducted from clients investment accounts. If we do that, we will always provide both the investment custodian and you with a copy of the detailed billing. We do not have custody of client funds or securities. We do not require any prepayment of fees. The services under this agreement may be terminated by either you or us by written or verbal notice immediately. You would only be billed a pro rata share of that quarter's services already performed. We review each individual portfolio at least monthly and more often if circumstances require. We perform research to determine the appropriate investments for your portfolio by using a number of information sources such as:financial newspapers and magazines,annual reports, prospectuses, filings with the Securities and Exchange Commission,company press releases, andresearch materials prepared by others. We also attend a number of national and international investment conferences throughout the year.