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Custody Costs and Small Holdings

August 20, 2004
Charles M. Carpenter

One of our clients recently shared with us a strategy presented to them by another investment advisor and asked for our opinion. The proposal recommended the liquidation of a large number of smallbalance holdings from their portfolio and the reinvestment of the proceeds into one, larger-balance security holding.

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The July 2001 – 2004 Three-Year Look-Back®

August 2, 2004
Disciplined Investor®

We will be conducting our annual Three-Year Look-Back® for 2004 in two teleconferences which will be broadcast via MS Office Live Meeting on:

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