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“Everyone has the power to follow the stock market. If you made it through fifth grade math, you can do it.”
- Peter Lynch
Buying and selling stocks is just like playing Basketball, everyone will eventually get the ball into the basket, but it doesn't
make them Michael Jordan. To be successful picking stocks that out performs the market is no
different than becoming one of the greatest Basketball players of all time it takes a
tremendous amount of time and effort.
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Talk to your financial advisor about how to have a vested interest in our family of strategies. He or she is best equipped to help you choose the most appropriate vehicle based on your personal goals,
and can help you open an account. If you wish to purchase directly, without the help of a financial advisor, you must review our PPM (Private Placement Memorandum), complete an application
and send it to us for processing. The PPM is available to qualified clients only after the review of the application.
The minimum initial vested interest for an individual is $100,000 USD per vehicle for both individual retirement and non-retirement accounts. The minimum for subsequent purchases is $10,000 USD.
For additional assistance, please fill out our application here and one of our representatives will contact you.
The minimum initial vested interest for an institutional account is $1 million USD per vehicle for non-profit and for other types of accounts. The minimum for subsequent purchases is $100,000 USD.
For additional assistance, please fill out our application here and one of our representatives will contact you.
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For individuals the minimum initial vested interest required to join Moreland Capital Group's family of strategies is generally $100,000 USD. The minimum for subsequent purchases is generally $10,000 USD.
The minimum for Institutional, administrative account is generally $1 million USD. The minimum for subsequent purchases is generally $100,000 USD. However, the initial vested interest
minimum may be modified for certain financial intermediaries.
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Capital amount
(USD in Million)
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Management fee*
%
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Performance fee
%
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*Additional fees such as, but not limited to brokerage commissions, exchange commissions and wire transfer
costs not included.
Moreland Capital Group is a private asset management firm, instead of prospectus that a typical mutual fund might offer, our vehicles have what is called a PPM (Private Placement Memorandum),
this literature and other information will be available to each qualified
client after the initial application is approved.
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Moreland Capital Group does not provide investment advice or have an advisor referral service. Potential clients should speak directly with their own financial advisors for information about which option might be right for them.
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Moreland Capital Group does not provide tax advice or have a tax advisor referral service. Potential clients should speak directly with their own tax advisors. However, Moreland Capital Group
does provide basic limited tax information in our vehicle's PPM (Private Placement Memorandum) and documents which will be provided upon approval of the application found
here.
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These documents will be mailed to you directly. However, due to security purposes we currently do not have these documents available electronically at this time.
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To the best of our knowledge Moreland Capital Group's vehicles can manage an individual's IRA/Retirement account. However to make sure that you are taking the right step
towards your financial future and the correct procedure to transfer your IRA into Moreland Capital Group's
vehicles please consult your financial or tax advisor.
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To the best of our knowledge you may rollover your IRA into Moreland Capital Group's vehicles. However to make sure that you are taking the right step towards your financial future
and the correct procedure to transfer your IRA into Moreland Capital Group's vehicles please consult your financial or tax advisor.
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To the best of our knowledge Moreland Capital Group's vehicles can manage a non-profit organization account. However to make sure that you are taking the right step towards your
organization's financial future and the correct procedure to transfer your account into Moreland Capital Group's vehicles please consult your financial or tax advisor.
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Moreland Capital Group's vehicles currently do not offer online account transactions. After we receive your application
we will provide you with contact information for such services.
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A capital gains tax is a tax charged on capital gains, the profit realized on the sale of a non-inventory asset that was purchased at a lower price. The most common capital gains are realized
from the sale of stocks, bonds, precious metals and property. Income tax is levied by a government directly on income, esp. an annual tax on personal income. Please note that Moreland Capital
Group is unable to offer advice on capital gains or income tax and should you have any questions, or are unsure of your position, you should contact a duly authorized independent financial or tax advisor.
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