IQ Trends Private Client - A Registered Investment Advisor
 
I.Q Trends
Private Client Asset Management


2888 Loker Avenue East, Suite 116 
Carlsbad, CA 92010 



REGULATORY REMINDER

As an investment newsletter, IQ Trends is legally bound to only answer questions of a general nature and is unable to provide specific buy/sell recommendations or specific advice on an individual basis. For those interested in obtaining more information on individual management services in accordance with our approach, our sister company, IQ Trends Private Client Asset Management (Private Client) is a California corporation registered as an Investment Advisor with the U.S. Securities and Exchange Commission pursuant to the provisions of the Investment Advisers Act of 1940. Among the offerings provided by IQ Trends Private Client are individual portfolio consultations and active account management. For more information, please call Mr. Michael Minney at (760) 585 - 1455.

Private Client Asset Management Documents


Consulting Brochure - Adobe PDF Format (38 kilobytes)

 


Consulting Agreement - Adobe PDF Format (37 kilobytes)

 


Management Brochure - Adobe PDF Format (40 kilobytes)

 


Management Agreement - Adobe PDF Format (36 kilobytes)

 


Form ADV - Adobe PDF Format (525 kilobytes)

 


Select Blue Chip FOLIO Management Services Agreement - Adobe PDF Format (73 kilobytes)

 


Select Blue Chip FOLIO Disclosure Brochure - Adobe PDF Format (73 kilobytes)