Services

MANAGED ACCOUNTS

The world's most liquid, but least understood, market should be a valuable weapon in everyone’s financial arsenal. A managed Forex account can give an investor, who cannot watch the market 24 hours a day, an opportunity to participate in the colossal world of Forex trading (US$25,000 minimum). A managed Forex account may also be appropriate for the investor who prefers to have his capital managed by professionals, as opposed to relying on his/her own limited experience. Studies of professionally managed accounts have shown returns that are not related to the performance of the stock market, and also have shown opportunities in both up and down markets. Consequently, allocating a portion of an investment portfolio to a Forex managed account is an appropriate way to increase the portfolio's total diversification. If you are interested in learning how a managed FX account can help diversify your overall portfolio, or if you are looking for an alternative to the traditional way of investing. Call us with any questions toll free at 1-866-804-8984. Foreign exchange trading has long been recognized as an alternative investment opportunity by professional investors, major banks, multinational corporations and other institutions. This occurs for many reasons; chief among them is profitability, liquidity and the fact that they remain open 24 hours a day, 5 days a week. No matter how well managed a firm is, with foreign sales becoming a larger part of earnings and competition growing each year, all firms are increasingly vulnerable to exchange rate changes. And, as such, so is your portfolio. At Madison Dean, we will create a tailor made trading strategy that will meet your specific needs.

Madison Dean Forex Managed Account Program offers investors the following benefits:

• Asset diversification from Forex trading that creates a hedge to the traditional markets.
• Diversified Forex trading discipline using the major currencies only.
• Moderate risk/high return objective.
• Liquidity of assets- money can be withdrawn at any time, without any penalties or fees.
• Professional money managers are in charge of the Forex trading in the managed account.
• Real time account management as well as daily account statements via email.
• Low initial investment for a managed account of only US $25,000.
• Low fees of only 2.5 pips per trade.

ACCOUNT TYPES

At Madison Dean we offer our clients the flexibility of four types of managed accounts.

(1) INDIVIDUAL ACCOUNT

The Individual Account is for the person who enjoys the independence of making his or her own decisions without having to rely on others regarding any type of financial transaction.

(2) JOINT ACCOUNT

When it comes to Joint Accounts, most people assume it pertains only to husband and wife. However, it is not limited to married couples. A Joint Account can be opened by any two people, be they business partners, siblings, etc.

(3) CORPORATE ACCOUNT

Corporate Accounts are intended for a group of individuals who share a common business interest. Corporate Accounts must include articles of incorporation and by-laws.

(4) TRUST ACCOUNT

A trust is a legal entity that holds assets for a beneficiary such as a family member or a child- designated to eventually receive the assets. At the time a trust is established, an individual or corporate entity is designated to manage or oversee the assets that are in the trust. This individual or entity is called a Trustee, which can be a relative, a loyal friend, a corporation or a professional with financial knowledge.

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