For a fee of $200 an hour Mycroft Psaras can analyze individual Client portfolios or ETF's and give an opinion on them based on his Mycroft Research System. Depending on the size of the project a pre-arranged price can be agreed upon for the whole project and a discount can be given. For Pension Funds and Endowments we can analyze the holdings of your current portfolios and identify where the strong points are as well as the weak points and give your current portfolio manager a grade on how they are doing by determining the quality of each holding as well as the portfolio as a whole. We can meet with your current managers on your behalf and determine if their strategy is suitable to meet your goals.
If you are a Hedge Fund or Mutual Fund manager, we can work with you to bring our unique methodology to your firm as a private consultant, doing individualized research projects that will give you a unique viewpoint and help you to verify your own analysis.
2. Mycroft Research Total Plan
For a fee of $1000 a week (plus expenses) Mycroft Psaras can be your research department and work with your portfolio managers to design portfolios for your clients and provide unique investment ideas based on his proprietary research. For those signing up with this plan a one year service contract must be agreed to and payment will be made monthly via direct deposit to Mycroft Research LLC. If this option is chosen an Agreement shall commence on the Effective Date and shall continue for a guaranteed period of twelve (12) months, and then on a month-to-month basis thereafter. Agreement may be terminated after the twelve (12) month agreement period has ended, at any time, for any reason or for no reason, on thirty-day (30) prior written notice.
As part of this service Mycroft
Psaras will be available to talk with individual clients over the phone and
through email or if all additional expenses are paid by said Client, Mycroft
can go and talk with customers of the Client in person, if need be.
3. Sub-Advisor Services
Mycroft Psaras is available to operate as the portfolio manager of your Mutual Fund, ETF or Hedge Fund for those interested. For those choosing this option it must be understood that Mycroft Psaras will also continue to run his own advisory and research services while also running your fund(s). The Fee for this service will be will be a percentage of your total fees charged.