Outlook Capital Management manages investments primarily for individuals, focusing on maximizing total return over 10+ years. They use fundamental analysis, studying companies' business operations and financial health. Outlook invests in large-cap, financially strong U.S. companies and short-term investment-grade debt. Clients agree to give Outlook the authority to buy or sell securities within their account without specific approval of each security transaction.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee schedule is negotiable.