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Strategy Portfolios
Looking to enhance the performance of your investment and retirements accounts, or possibly those of your client accounts? We all need new ideas and proven methodologies to help us achieve our desired goals and I'm happy to share my expertise in strategy development, stock selection, and portfolio management to make it easy and efficient for busy individuals and professionals to implement and manage your own portfolios following the information and model portfolios I share at Strategy Portfolios. It takes only a few minutes each week to follow my updates, model portfolios and computer algorithm-based strategy selections. Sign up to a subscription with Strategy Portfolios as your own best kept secret and private research department. Custom consulting and services are also available separately.
Strategy Portfolios applies market data, proprietary selection criteria and algorithms to systematically develop targeted and focused investment strategies for a variety of investment styles and objectives.
The subscription service offered provides the following:
Key benefits:
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Subscription Rates:
$125/quarter - automatic quarterly billing (Click here for Quarterly Subscription)
All subscriptions and site access are exclusively for individual use only. Group rates are available at request.Strategy Portfolios Subscription (mail-in option)
Order Form: (As an option to electronic payment processing, please feel free to print this order form and return it with your selections and information below)
Yes, Please enroll me as a subscriber to Strategy Portfolios.
Please select your subscription type:
Name: ______________________________________
Address: ____________________________________
City/State/Country/Zip: _________________________
Phone: __________________________ E-mail: _______________________
Referred by (name and email): __________________________________ (important for member referral bonus)
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Enclosed is check or money order payable to: Strategy Portfolios (US funds only).
Amount enclosed: ($125/quarterly, $500/annual)
Mail this order form to: Strategy Portfolios, 15 Spaulding Ln, Groton, Ma 01450
Subscription cancellation policy: There will be no refunds for unused portions of Quarterly subscriptions. Annual subscription cancellation refunds will be prorated for any full calendar months remaining on the base subscription at the time of cancellation notification minus any initial subscription processing fees.
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