How do I get started?  Simply ask.  MSI will guide you through the process.  Initially, you must complete a detailed personal investor profile for our review and then we will be in touch to discuss scheduling a consultation.  Not everyone is a fit for MSI and vice versa. As a result, we thoroughly review all details before beginning a new relationship.

 

May I invest directly with Money Strategies? Money Strategies does not take custody of assets. As a result, you must open an account with our brokerage firm of choice, Pershing LLC.  Our staff is trained to help you through this process.

Do I get monthly statements from Money Strategies?  MSI sends you a quarterly statement.  As custodian, Pershing LLC would send you monthly statements and trade confirmations according to their process and rules. MSI does make available online account access for no charge.

How fast will you invest my assets after I open my account? Although MSI is not a market timing service, we will take into account current market conditions when the account is opened as it relates to investing assets.  As such, it varies from account to account when assets are invested.

Do you use margin?  MSI does not use margin in the investment process. However, specific investment vehicles may use leverage.

May I do more than one portfolio style in one account? We have to separate the different styles into different accounts. If you want MSI to manage multiple styles, each style must be in its own separate account and each style must meet the minimum account size.

May I trade some of my own ideas in the same account?  We cannot share an account with you. It is too difficult to separate our performance from your performance.