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swingtradeforecaster
Frequently Asked Questions (FAQ's)
How can I get started with the strategy?
Swing Trade Forecaster is offered through Managed Accounts which are liquid, transparent, and separately owned by each
individual client held at an approved third-party custodian, and looked after by a hired professional money manager.
Who is this strategy suitable for?
Swing Trade Forecaster attempts to manage risk and enhance returns through an actively managed trading strategy which seeks
long-term growth with a minimum time horizon of 3-5 years. This strategy is not suitable for all investors. Each client needs to
determine an allocation suitable to their specific objectives and risk tolerance associated with the use of leverage and shorting.
We recommend you consult with your trusted advisor or financial planner for assistance. An investment could lose money.
What are the investment vehicles?
Swing Trade Forecaster uses only S&P 500 leveraged index funds which have low costs and no restrictions on trading. When there
are no active trades, the cash in client accounts is invested in the safety of a money market fund awaiting the next directional trade.
The strategy is designed to trade frequently, resulting short-term capital gains/losses. We do not expect the strategy to generate
long-term capital gains/losses. The strategy is generally best suited for tax qualified accounts (Roth, IRA, 401k, etc).
How do you get paid?
Swing Trade Forecaster client accounts are managed by Pickens Asset Management LLC, a fee-only investment money manager
and the strategy developer. We realize our success lies in helping our clients succeed.
What is the minimum and fees?
$25,000 to start, with fees based on a percentage of assets under management: $25,000 - $99,999 = 2.90% annual fee
*Asset management fee is a tax-deductable expense. Section 212 of the Internal Revenue Code $100,000 and over = 2.50% annual fee
permits an itemized deduction for tax and/or investment advice, subject to certain restrictions.
**Advisor Compensation for 'Qualified Clients' according to the Investment Advisors Act of 1940 may be negotiated, including consideration of a performance-based fee structure
Swing Trade Forecaster is offered through Managed Accounts which are liquid, transparent, and separately owned by each
individual client held at an approved third-party custodian, and looked after by a hired professional money manager.
Who is this strategy suitable for?
Swing Trade Forecaster attempts to manage risk and enhance returns through an actively managed trading strategy which seeks
long-term growth with a minimum time horizon of 3-5 years. This strategy is not suitable for all investors. Each client needs to
determine an allocation suitable to their specific objectives and risk tolerance associated with the use of leverage and shorting.
We recommend you consult with your trusted advisor or financial planner for assistance. An investment could lose money.
What are the investment vehicles?
Swing Trade Forecaster uses only S&P 500 leveraged index funds which have low costs and no restrictions on trading. When there
are no active trades, the cash in client accounts is invested in the safety of a money market fund awaiting the next directional trade.
The strategy is designed to trade frequently, resulting short-term capital gains/losses. We do not expect the strategy to generate
long-term capital gains/losses. The strategy is generally best suited for tax qualified accounts (Roth, IRA, 401k, etc).
How do you get paid?
Swing Trade Forecaster client accounts are managed by Pickens Asset Management LLC, a fee-only investment money manager
and the strategy developer. We realize our success lies in helping our clients succeed.
What is the minimum and fees?
$25,000 to start, with fees based on a percentage of assets under management: $25,000 - $99,999 = 2.90% annual fee
*Asset management fee is a tax-deductable expense. Section 212 of the Internal Revenue Code $100,000 and over = 2.50% annual fee
permits an itemized deduction for tax and/or investment advice, subject to certain restrictions.
**Advisor Compensation for 'Qualified Clients' according to the Investment Advisors Act of 1940 may be negotiated, including consideration of a performance-based fee structure
