In order to avoid conflicts of interest, FBRC recommends investment strategies and transactions consistent with its research and investment strategies. Disclosures are made to clients regarding specific trends and trades. We make a reasonable effort to simultaneously execute transactions for our clients. The Financial and Business Research Corporation does not require a minimum dollar amount of assets for management services. The fee structure on discretionary accounts are calculated as a percentage of the market value of portfolio assets at the end of each three month period from the date of account inception.
All fees are payable in arrears.
Should an account be closed for any reason, the fees will be calculated from the last billing date to the termination date. His experience as a management consultant to public and private corporations highlighted the value generated from extensive research into financial, operational, and global matters in investment matters. In his experience, technology enabled companies to grow market share and earnings. The growth resulted from the development of communication and operational infrastructure that included his clients customers and suppliers. Second, his success and interest as a technology investor identified the value of his management consulting experience to investment matters.