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Individual
Joint (JTWROS)
Joint (Tenants in Common)
IRAs 		Custodial (UGMA/UTMA)
Corporate
Investment Club
Trust

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At least five (5) years of investment experience;

Net income of at least $40,000 a year from all sources;

Net worth of more than $50,000 (exclusive of family residence).

All new accounts must be funded with a minimum of $15,000 in cash and/or eligible negotiable securities or $5,000 for an IRA, to be applied towards current and prior year contributions, if eligible. There are no minimums to maintain once your account is opened and we do not charge inactivity fees.
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