splitrocktrading.com
Split Rock Private Trading & Wealth Management | Bakken Shale Investments | Investing in Bakken Shale | Minneapolis Investment Advisors | Seperately Managed Accounts
http://www.splitrocktrading.com/howtogetstarted.html
BAKKEN and U.S. ENERGY SHALE. EQUITY and COMMODITY ROTATION. How to Get Started. We look forward to working with you. Investment Opportunities - Financial Choices. To discuss your Investment Opportunities.Contact Split Rock Private Trading and Wealth Management at 877.979.3262. Its Time to Get to Work! Welcome to Split Rock Private Trading. How to Get Started. The Split Rock Difference. Split Rock Portfolio Management. Bakken U.S. and Energy Shale SMA Mgmt. Equity and Commodity Rotation SMA Mgmt. Invest ...
splitrocktrading.com
Split Rock Private Trading & Wealth Management | Bakken Shale Investments | Investing in Bakken Shale | Minneapolis Investment Advisors | Seperately Managed Accounts
http://www.splitrocktrading.com//investmentoptions.html
BAKKEN and U.S. ENERGY SHALE. EQUITY and COMMODITY ROTATION. Invest with Split Rock Directly. Invest with Split Rock / Interactive Brokers. Money goes in pre tax which you can deduct off your taxes, comes out after 59.5 yrs old and you pay income taxes on every dollar that comes out. Before 59.5, there is a 10% IRS penalty and taxes. At 70.5 yrs old, you have to start taking money out of an IRA on an annual basis according to a formula by the IRS. A Solo 401k is another type of plan for a self-employed p...
splitrocktrading.com
Split Rock Private Trading & Wealth Management | Bakken Shale Investments | Investing in Bakken Shale | Minneapolis Investment Advisors | Seperately Managed Accounts
http://www.splitrocktrading.com/investmentfirmsadvisors.html
BAKKEN and U.S. ENERGY SHALE. EQUITY and COMMODITY ROTATION. Investment Firms and Advisors: Teaming Up With Split Rock. Split Rock offers our Separately Managed Accounts strategies to established investment firms, advisors and RIA's. Looking to offer one of our SMA's on your platform or for your clients? Send an email inquiry to subadvisory@splitrockprivatetrading.com. For more details on our sub advisory agreements and terms. Split Rock offers the following SMA's for sub advisory:. How to Get Started.
splitrocktrading.com
Split Rock Private Trading & Wealth Management | Bakken Shale Investments | Investing in Bakken Shale | Minneapolis Investment Advisors | Seperately Managed Accounts
http://www.splitrocktrading.com/portfoliobuilderinvestments.html
BAKKEN and U.S. ENERGY SHALE. EQUITY and COMMODITY ROTATION. Wealth Preservation Model (Conservative). Designed and managed to preserve and protect existing wealth by investing largely in fixed income investments with minimal risk-adverse exposure to individual equities. In this model, pure equity holdings may be as large as 30%. Asset Stabilty Model (Moderate). Growth and Stability Model (Moderately Aggressive). Equity Growth Model (Aggressive). Welcome to Split Rock Private Trading. How to Get Started.
splitrocktrading.com
Service Partners | Bakken Shale Investments | Investing in Bakken Shale | Minneapolis Investment Advisors | Seperately Managed Accounts
http://www.splitrocktrading.com/servicepartners.html
BAKKEN and U.S. ENERGY SHALE. EQUITY and COMMODITY ROTATION. TradePMR provides brokerage and custody services to Registered Investment Advisors. TradePMR has partnered with First Clearing to execute and process securities transactions for your account(s). Interactive Brokers LLC provides execution and clearing services to Split Rock for your accounts. Welcome to Split Rock Private Trading. How to Get Started. The Split Rock Difference. Split Rock Portfolio Management. Equity Income and Dividend SMA Mgmt.
splitrocktrading.com
Dividend Investments | Equity Income Investing | Dividend Seperately Managed Accounts | Minneapolis Investment Advisors | Seperately Managed Accounts
http://www.splitrocktrading.com//equityincomeinvestments.html
BAKKEN and U.S. ENERGY SHALE. EQUITY and COMMODITY ROTATION. Equity Income and Dividend SMA. Of our three separately managed accounts, we consider the Equity Income and Dividend SMA to be the least volatile. Our analysts go through a rigorous process when deciding what investments to hold within our Equity Income and Dividend SMA. We have a well-devised list of parameters in place that help us identify companies that we feel could fit into the model. We will not necessarily always use individual equities...
splitrocktrading.com
Dividend Investments | Equity Income Investing | Dividend Seperately Managed Accounts | Minneapolis Investment Advisors | Seperately Managed Accounts
http://www.splitrocktrading.com/equityincomeinvestments.html
BAKKEN and U.S. ENERGY SHALE. EQUITY and COMMODITY ROTATION. Equity Income and Dividend SMA. Of our three separately managed accounts, we consider the Equity Income and Dividend SMA to be the least volatile. Our analysts go through a rigorous process when deciding what investments to hold within our Equity Income and Dividend SMA. We have a well-devised list of parameters in place that help us identify companies that we feel could fit into the model. We will not necessarily always use individual equities...
splitrocktrading.com
Separately Managed Accounts | Separately Managed Account Investments | Investing in Separately Managed Accounts | Minneapolis Separately Managed Accounts | Separately Managed Accounts | SMA
http://www.splitrocktrading.com/separatelymanagedaccounts.html
BAKKEN and U.S. ENERGY SHALE. EQUITY and COMMODITY ROTATION. Understanding Separately Managed Accounts. Benefits of a Separately Managed Account. Our SMA Process and Strategy. Our SMA Investment Portfolios. Bakken and U.S. Energy Shale - Learn more. Equity and Commodity Rotation - Learn more. Equity Income and Dividend - Learn more. SMA - Frequently Asked Questions. What is a separately managed account (SMA)? How is an SMA different than a traditional mutual fund? Will I get a statement for my SMA? Inves...
splitrocktrading.com
Split Rock Private Trading & Wealth Management | Bakken Shale Investments | Investing in Bakken Shale | Minneapolis Investment Advisors | Seperately Managed Accounts
http://www.splitrocktrading.com/AlternativeInvestments.html
BAKKEN and U.S. ENERGY SHALE. EQUITY and COMMODITY ROTATION. Alternative Investments for Accredited Investors only. Please read the information below to see if you qualify to obtain access. The federal securities laws define the term accredited investor in Rule 501 of Regulation D as:. A bank, insurance company, registered investment company, business development company, or small business investment company;. A charitable organization, corporation, or partnership with assets exceeding $5 million; a dire...
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