PUBLICATION INVESTMENT NEWSLETTERS

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MY AUTOMATED ADVISOR REGAL SECURITIES, INC. 950 Milwaukee Avenue, Suite 101 Glenview IL 60025 PUBLICATION OF INVESTMENT NEWSLETTERS, INVESTMENT RECOMMENDATIONS AND TRADE ALERTS IN THE FORM OF EMAILS, ONLINE CONTENT AND ONLINE BROCHURES IN THE FIELD OF SECURITIES;STOCK BROKERAGE; AND CONSULTATION SERVICES IN THE FIELD OF SECURITIES BROKERAGE, NAMELY, THE BUYING, SELLING, CLEARING EXECUTION, SETTLEMENT AND CASE MANAGEMENT OF STOCKS, BONDS, OPTIONS, MUTUAL FUNDS, INITIAL PUBLIC OFFERINGS, IRA ACCOUNTS, MONEY MARKET ACCOUNTS AND OTHER FINANCIAL SECURITIES FOR INDIVIDUALS AND ORGANIZATIONS;ADVISOR;
 

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Technical Examples
  1. A metric, Investment Participation at Cost (IPAC) has been developed to determine the amount of money working in an investment vehicle. IPAC has particular application in a complex, private equity investment vehicle. Using IPAC, an investor can get a repeatable, readily understood indication of the amount of working money left in an investment. Further using IPAC, the investor, financial advisor or other interested party can, based on the money still working in any one or more investments, better determine the overall risk profile of an investment portfolio. An investment portfolio can be changed based on the risk profile as so determined.