Open Account

Our clients maintain accounts (individual, joint, trust, defined benefit, corporate, partnership, traditional IRA, Roth IRA, SEP IRA, and direct rollover IRA) with custodian Interactive Brokers. We operate pursuant to an investment advisory contract that provides us with the limited power to manage our clients’ accounts, receive duplicate statements, and deduct fees from clients’ accounts.

Clients retain individual ownership of all securities in their own accounts.

There is no barriers to exit the advisory contract with Analytic Investment Management LLC. The contract is terminable by clients at any time. There are no forced liquidations, termination fees, back-end loads, redemption fees or other charges associated with the termination of an advisory contract with our firm.

Follow the simple steps below to open one or more managed accounts to replicate our portfolios. Do not hesitate to contact us if you need any assistance.

Step 1 : Click here to thoroughly review all our disclaimer and disclosure documents.

Step 2 : Review account custodian Interactive Brokers disclosure document, and review thoroughly inverse/leveraged ETF disclosure document.

(1) FINRA: Leveraged and Inverse ETFs: Specialized Products with Extra Risks for Buy-and-Hold Investors
(2) Interactive Brokers Risk Disclosure Regarding Leveraged And Inverse Funds
(3) Interactive Brokers Agreements and Disclosure

Step 3 : You need an email account to open your own brokerage account. For security reason, we recommend using Gmail in Google Account with 2-Step Verification turned on. We will also use secured Google Docs in Google Account to deliver personalized investment documents.

Click the link to open and fund your own brokerage accounts with Interactive Brokers (Here is the information and documents needed for Interactive Brokers online account application):

Please note that in your Interactive Brokers account:

Step 4 : Read, fill in, scan and email us your signed advisory agreement.

Step 5 : After your account is approved, login your Interactive Brokers account to verify or approve agreed-upon automatic fee deduction under “Pending Items” tab. We will immediately start actively managing your account after account is funded and automatic fee deduction is approved.

Upon completion of the above steps, your selected portfolio will be immediately replicated into your account. You can use Mobile App or computer to login your account to monitor real-time information of your own account. With the stock market continues moving up and down, or even crashes occasionally, our computer algorithms will continue finding opportunities for your account to buy low and sell high, and we use Google Docs to report daily investment progress to you.