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- Please summarize your investment methodology:
Dern Capital uses Dynamic Asset Allocation, investing actively to try and take advantage of perceived strong markets and to avoid potentially dangerous markets. In studies by Brinson, Hood and Beebower, 90% of the performance in a portfolio is determined by its allocation policy.
- How do you become a Dern Capital client:
Complete our Client Profile (which is on the last page of the Client Agreement) and fax, e-mail or mail it to us. After receiving your completed questionnaire, we will send you a contract for your review and signature along with our Form ADV Part II. If you would like to review our Client Agreement before it is sent to you, you can find it at New Client - Client Forms. Dern Capital will assist you in opening the new brokerage account and transferring assets into the account.
- How can you get the necessary brokerage account forms to open an account:
Contact us and we will make sure you have all of the necessary forms.
- What reports will you receive from Dern Capital and your brokerage firm:
Your brokerage firm will send you written confirmations and monthly reports. Dern Capital will send you quarterly reports.
- How can you access your account online:
Contact us and we will provide you with a user ID and password as well as the simple instructions needed. Access depends on the brokerage firm you use.
- Does Dern Capital provide legal services, tax preparation services, insurance services or accounting services:
No
- Does Dern Capital guarantee performance:
No one can guarantee performance and past performance does not guarantee future results.
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©2010 Dern Capital Management Corporation. All rights reserved. |
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