CREATE A HEALTHY PORTFOLIO TODAY
Starter- Client without a broker will be guided to one of their choice. If already with an existing broker, client may continue with them. Client will start by learning the basics of proper investing and how to recognize healthy companies. Next, the client will learn how to add shares to selected stocks after choosing their own. Upon completion, client will have up to eight publicly traded stocks in their portfolio that are uniquely fitted to their personal goals and beliefs.
Premium(Active)- Active clients in the stock market receive bi-weekly reports on up to five different stocks. Reports include detailed information from 'Investor Relations' documents to stay informed on companies operations. In addition, receive a daily copy of the 'Banks Capital Newsletter' that gives you a quick glance at different sectors of the market. Client also may request customized alerts to be notified on a wide variety of information including prices, internal events, breaking news and much more.
Premium(Inactive)- Clients that are inactive may choose to have Mr. Banks available at any time for questions about portfolio management, general information on any publicly traded stock, and everything related to their investment journey!
Day Trading or Business Training- Individuals that want to learn how to Day-Trade or start their own business can purchase complete training with Mr. Banks.
Prices:
1. Starter- $499.00
2. Premium(Active) $160.00 per calendar quarter
3. Premium(Inactive) $90.00 per calendar quarter
4. Day-Trade or Business Training- $799.00
Add-ons:
1. Daily 'Banks Capital Newsletter' $10.00
2. Bi-weekly report on 3 selected stocks $45.00
No! Banks Capital is not a hedge fund. 100% of your money will be held in your portfolio only.
Mr. Banks helps you set up your portfolio responsibly by identifying the best stocks for you, and teaches you strategies to pay expenses & sustain growth within your portfolio over the rest of your life. Mr. Banks also prepares you for recessions so that you may capitalize on the best buying opportunities.
Mon | 10:00 am – 02:00 pm | |
Tue | 10:00 am – 02:00 pm | |
Wed | Closed | |
Thu | 10:00 am – 02:00 pm | |
Fri | 10:00 am – 02:00 pm | |
Sat | By Appointment | |
Sun | By Appointment |
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