Robert Gregory Souder is a sole proprietorship registered investment advisor based in Grand Junction, Colorado, providing ongoing portfolio management tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates a personalized investment policy statement for every client and evaluates current investments. Investment advice generally covers mutual funds, fixed income securities, equities, and exchange-traded funds, with occasional use of other securities for diversification. The investment strategies employed include long-term and short-term trading, margin transactions, and options trading. Analysis methods range from cyclical and fundamental analysis to modern portfolio theory and quantitative analysis. The firm operates on a fee structure based on a percentage of assets under management and requires accounts to be custodied with Charles Schwab & Co., Inc.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are generally negotiable. The firm uses the value of the account as of the last business day of the billing period.