Greg has been a valued contributor to MoneyTalks, The Inside Edge and the World Outlook Financial Conference for over 15 years, and we are very pleased to let you know that Canadians are now able to directly access his Managed Money services. How pleased? Well, since his now famous Age of Aquarius speech, live in Vancouver at the World Outlook Financial Conference on Feb 6th 2020, clients have seen a total return AFTER FEES of 47.1%.
- Clients open their own accounts, in their own names, NO money is commingled, ever, nor does Weldon have ANY access to the client’s money.
- Clients has open access to a FULL reporting and accounting every morning, TOTAL transparency as to profits, losses, positions, exposure, cash.
- NO “Lock Up” … if the client is not comfortable they can close the account and take their money
- Weldon derives NO income from ANY source other than management and incentive fees, with ZERO compensation from clearing brokerage or execution of trades
- Minimum investment is $1 million, a number derived from the math linked to the risk management overlay. Fees scaled to size of investment
- For more information or to explore opening an account please contact Katelyn Ellis at katelyn.ellis@gmail.com
