The Technology Stock Advisor is an online newsletter of a registered investment advisor company, Investment Management & Insurance Advisors, Inc.

If you would like for IM&I to manage your investment accounts, you can retain us by signing our Investment Advisory Agreement.

Our minimum account size is $250,000, which is negotiable.

We charge a percentage fee based upon the size of your account, and for all of our fees and conditions related to our services, we advise you to download and read our ADV Part II, which serves as our disclosure document.

We recommend that our clients hold their accounts at FolioFn, which acts as our third party back office clearing agent.

You are always free to select your own brokerage firm to hold your assets, and we would be happy to manage your account where ever you choose.

As a part of retaining us as your investment manager, we go through a process to make certain that we understand your investment goals and risk tolerances. Step one of the process is for you to fill out your investment risk profile, which help us assign a number to your risk tolerances. We use that number to help you identify the right asset allocation for your account.

Your risk profile becomes an attachment to your Investment Advisory Agreement, which we use to help us keep on target to meeting your needs and goals, as we go about the daily task of managing your investment accounts.

All of our clients select a risk diversification strategy for their accounts. Our balanced asset allocation is shown below. We also offer an equity-income and an income asset allocation.

Please read our ADV disclosure document, and call us at 919 975 4856 with any questions.
Thomas Vass