•  Separately managed portfolio tailored to your specific goals and objectives. Individualized consultation with your Advisor.
• Access to the resources and skills of an objective independent investment manager.
  
• A broad range of assets from which your Portfolio Manager can choose.
  
• Ongoing communication about your portfolio through: personal contact, monthly account statements, transaction confirmations, unlimited web access, and annual performance reports. Annual report of capital gains and losses provided in a manner to facilitate the completion of income tax returns.
  
• Annual report of Annual Percentage Rate returns for the year and from inception of the account. 

Types of Clients:

Mountebank offers investment management and consulting services to individuals, corporations, trusts, charitable organizations, estates, pension and profit sharing plans.

The Relationship of the Parties:

Mountebank will provide portfolio management of the account, maintained in the client’s name by the custodial broker (referred to interchangeably as custodial broker and broker). Custody of client funds will be maintained by Pershing, a subsidiary of Bank of New York, and all dividends, stock splits and other transactions made by Mountebank shall remain within the account. Mountebank will not have custody of, nor access to, any client funds at any time, and will have only discretionary trading authority over the account. Discretionary trading authority is provided by a limited power of attorney.

There are no lock-up periods or capital calls for additional investment funds. Clients may exit the program at any time by written correspondence to either Mountebank or the custodian.

A minimum investment of $100,000.00 is recommended but may be reduced if agreed.