Palisades Research Systems is a registered investment advisor offering investment supervisory services using their "Time Based Investing" methodology. This approach uses no-load mutual funds to avoid transaction fees and allows for daily market re-evaluation. Client accounts are diversified through a proprietary "time based diversification" strategy. Palisades Research Systems runs six different programs with varying risk levels, tailoring services to client needs. They do not hold client money; clients open accounts directly with Guggenheim Investments (Rydex Funds).
Fee Structure
Palisades Research Systems offers several investment programs, each with a different quarterly fee and minimum. All fees are paid quarterly in advance and are deducted directly from client accounts. Fees are not negotiable, but Palisades Research Systems has the discretion to lower them.
Here's a breakdown of the fees:
- Primary program: 0.25% per quarter, $195 minimum per quarter (1.0% annually, $780 minimum annually)
- Long Money market program: 0.25% per quarter, $195 minimum per quarter (1.0% annually, $780 minimum annually)
- Conservative program: 0.25% per quarter, $130 minimum per quarter (1.0% annually, $520 minimum annually)
- Hot Money program: 0.5% per quarter, $195 minimum per quarter (2.0% annually, $780 minimum annually)
- Anticipatory trend program: 0.25% per quarter, $195 minimum per quarter (1.0% annually, $780 minimum annually)
- SuperAlgo (high exposure) program: 0.375% per quarter, $195 minimum per quarter (1.5% annually, $780 minimum annually)