To Open An Account

Goldsmith Mellon DeLosReyes, Inc.
Registered Investment Adviser

We manage peace of mind with your investment

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You and Goldsmith Mellon DeLosReyes, Inc.

Goldsmith Mellon DeLosReyes, Inc. believes that prudent investing coupled with a long-term horizon is the key to successful investing.  Thus, our emphasis is on minimizing risk, rather than achieving a series of spectacular one-stock home runs. Portfolios are developed based on Modern Portfolio theory and the Efficient Frontier.  While it is true that people and institutions have different levels of risk-tolerance, our goal is to ensure that there is a complete understanding between us and our clients as to what that level is for each one of them.   We do not want them to take on any more risks than they can or will want to handle.   We would like our clients to be able to sleep nights and not worry about their investments.

Establishing an account with Goldsmith Mellon DeLosReyes, Inc. will provide you with an individualized, professional management of your assets using the latest techniques in asset allocation.   Once the investment strategy has been established by you and Goldsmith Mellon DeLosReyes, Inc., you have the choice of executing the plan through us or through independent professional asset managers who will be selected for you, with our assistance, from a field of over 25,000 managers.

Charles Schwab & Co. Institutional Division acts as custodian for all accounts directly managed by Goldsmith Mellon DeLosReyes, Inc. They will also execute the trades, provide confirmation of the transaction, and issue monthly statements for your account. Schwab has a separate charge for their services  directly billable to the client. For safety and security of clients' assets, Charles Schwab provides account protection up to $100 million per customer. The Securities Investor Protection Corporation of America (SIPC) provides up to $500,000 to protect assets of each customer, with a limit of $100,000 for claims in cash. Additionally, Aetna Casualty & Surety Company of America provides up to $99.5 million of protection for securities.  This protection does not cover fluctuations in the market value of the securities.

Goldsmith Mellon DeLosReyes, Inc. will provide you with quarterly performance reports of your individual assets and total portfolio.  This will include an analysis and recommendation for rebalancing your asset allocation.

Goldsmith Mellon DeLosReyes, Inc. is compensated by clients on a straight fee basis. No commission is ever charged. Fees are payable in advance every quarter. A fee schedule will be provided together with the Investment Management Agreement when an account is opened. Fees for investments in excess of $10,000,000 is negotiable.

The minimum amount required to open an account with Goldsmith Mellon DeLosReyes, Inc. is $250,000, which can be in cash or securities transfer, provided the current market value of the securities meets the minimum requirement.

To initiate free consultation on opening an account, please fill out the following Investment Advisory Request Form and click submit:

 

INVESTMENT ADVISORY REQUEST FORM

I.   TYPE OF INVESTMENT:      INDIVIDUAL INSTITUTIONAL

II.  FOR INDIVIDUAL INVESTMENT ONLY:
        A.  TITLE: Mr.  Mrs.  Ms.  Miss   Dr.
        B.   NAME: First NameMiddle Initial Last Name
        C.   ADDRESS:
                Street Number/Name
                                       City State zip
                                 Country
        D.    TELEPHONE:
        E.    E-MAIL ADDRESS: FAX:
        F.    MARITAL STATUS: Married  Single   Divorced  Widowed
        G.    AGE: Under 18  18 - 30   31 - 45  46 - 54  55 - 65 65 - 72 72+
        H.    ANNUAL PERSONAL INCOME:   Less than $50K  $50K - $100K  $100K - $250K
                                                                  $250K - $500K $500K - $1 Million
                                                                  $1 -$2 Million  $2 Million +
        I.     APPROXIMATE INITIAL AMOUNT TO INVEST: $250K Minimum (cash or                                                                                                                                                      securities)

III..    FOR INSTITUTIONAL INVESTMENT ONLY:
        A.    NAME OF INSTITUTION/COMPANY:
        B.    PURPOSE OF INVESTMENT: 401K  PENSION PLAN  PROFIT SHARING
                                                                      ENDOWMENT  OTHERS
        C.    PRIMARY CONTACT:
                    Name:  
                        Title:
                Address:  
                                 
                                 
        Telephone:
        D.    CURRENT VALUE OF PORTFOLIO:
        E.    NAME OF CURRENT INVESTMENT ADVISER:

PLEASE NOTE THAT COMPLETE INFORMATION IS REQUIRED FOR YOUR APPLICATION TO BE PROCESSED.

            

THIS IS NOT A COMMITMENT TO OPEN AN ACCOUNT,  BUT WILL INITIATE DISCUSSION ON YOUR INVESTMENT PLANS AT NO COST TO YOU.  IF INDIVIDUAL INVESTOR, PROCEED TO "Your Risk Profile" NEXT PAGE BY CLICKING THE TITLE BELOW.

 

 

 

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