What's Next?

The Path To Managing Money

My mission is to run an investment firm where managers are selected for their skill not their pedigree. -Ken Kam

Masters Agreement

We're excited you're ready to open an account and start a GIPSĀ® compliant track record for your model.

The Masters Agreement pays you 30 basis points annually on the assets invested in your model portfolio.

This contract is for managers who are NOT registered investment advisors.

If you are a registered investment advisor, complete the Services Advisor Agreement.

Next Step

The Client Agreement establishes our relationship and enables us to open an account for you at FOLIOfn.

Client Agreement

Contact

Phone: (877) 462-4180 x815
Email: sma@mcm.marketocracy.com

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