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Nationwide* Service - Fee-Based Accounts
Low Minimum Investment

In order to best serve our existing clients in early 2010, Ciovacco Capital Management (CCM) is not accepting new clients temporarily. We will review this policy on a quarterly basis and begin accepting new clients again at some point in the future. We appreciate any interest that you may have in possibly working with CCM. Please feel free to bookmark Short Takes, which is updated regularly. We wish all investors nothing but success in 2010.

Reasonable Fees : An Excellent Value: As of March 2008, our average client with a moderate growth objective pays only 0.76%** of their account value annually in management fees to our firm. That means you need to improve over your current annual returns by only 0.76% to justify our fees or break even. Another way to look at it is if your investments earn 10.76% in a year with our firm, you will see roughly 10.0% net*** after our management fees. In a difficult investment environment, 0.76% is a reasonable sum to pay for global macro, professional advise each year. With a reasonable household minimum of $500,000 to become a client, this represents an excellent opportunity to improve your odds of being a more successful investor in the years to come.
Clients with a household accounts over $2,000,000 may be eligible for a 5% reduction in fees. In this case, annual fees would be approximately 0.72% per year. If you compare these rates, to typical hedge fund fees, you'll begin to realize what a good value this represents.
Clients with a household accounts over $5,000,000 may be eligible for a 10% reduction in fees. In this case, annual fees would be approximately 0.68% per year. If you compare these rates, to typical hedge fund fees, you'll begin to realize what a good value this represents.
Clients with a household accounts over $10,000,000 may be eligible for a 15% reduction in fees. In this case, annual fees would be approximately 0.65% per year. If you compare these rates, to typical hedge fund fees, you'll begin to realize what a good value this represents.
Household account values are calculated based on the total value of all household assets (sum of all household accounts) managed by CCM. Corporate accounts under the direction of an individual or authorized officer are included in the household account calculation.
Our management fees are based solely on the value of your account. As a result, our only objective is to see your account grow. We are also highly motivated to avoid poor performance. If you are interested in learning more, email or call Chris Ciovacco (see below) with the following information: (a) your name, (b) a good time to reach you (or a preferred window: am/pm/day of the week), (c) your email address, and/or (d) your phone number. We can schedule a no cost, no obligation meeting or conference call so you can learn more about possibly working together.
Nationwide Service*: With the Internet, email, fax, FED-EX, and phones, we service clients nationwide. You are looking for the best money manager to meet your needs, not just the best manager in your local area. Every step of the process described below can be done via conference calls, emails, etc. Call or email now to find out more.
Schwab Institutional, a division of Charles Schwab, is a leading provider of custodial, operational and trading support for independent investment advisors. Using Schwab as primary custodian, Ciovacco Capital Management, LLC has access to a wide range of products and support to help investors reach their financial goals, including:
- Full range of investment strategies and trading services
- Wealth management services
- Technology and service support
- Safeguards designed to protect assets
- Strict ethical business practices
Ciovacco Capital Management, LLC ("CCM") is a Registered Investment Advisor pursuant to the Investment Advisors Act of 1940. The following information is provided in order to respond to the questions set forth in Part II of Form ADV, the form which investment advisors use to register with the Securities and Exchange Commission and/or individual states. While Form ADV Part II may not flow well as a document in terms of readability (since it follows a specified format), it does provide important information for both current CCM clients and prospective CCM clients, such as advisory services and fees, types of clients, methods of analysis, education and business standards, conditions for managing accounts, investment discretion, etc. Click here to view CCM's Form ADV Part II.
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* = Subject to registration requirements.

** Rates subject to change based on portfolio weightings. Rate shown above is based on our Model Growth Portfolio as of November 2006. Your actual rate may be higher or lower based on you individual investment needs.

***Clients also pay trading costs and tranaction fees. Stated actual returns include all fees.

Ciovacco Capital Management, LLC ("CCM"), is registered is a Registred Investment Advisor pursuant to the Investment Advisers Act of 1940.
Click here to view the firm's ADV Part II.

These materials have been independently produced by Ciovacco Capital Management, LLC. Ciovacco Capital Management, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. (“Schwab”) or Charles Schwab Bank. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Charles Schwab & Co., Inc. conducted any independent verification of the facts and representations underlying these materials.