Business Description
Custodio Asset Management provides each of its clients with hands-on, discretionary wealth-management services which take full advantage of market cycles while keeping your investment safe. CAM isn't like the other companies currently reaping losses--we know how to keep a cool head while everyone else panics. Also, our investment system is not bound by proprietary mutual funds, insurance products, or single stocks. Rather, we integrate the major indices into our trading system so we can take full advantage of positive market swings while weathering the erratic dips and disastrous plummets. As a testament to our abilities, CAM's strategy has proven consistently reliable in increasing our investors' account values even while fighting against the tumultuous nature of the recent destabilization. Custodio Asset Management has realized its success because we know how financial markets work. We know the results that can be achieved through sound planning and active decision-making. As such, we designed our proprietary formula with flexibility and resilience in mind. When an opportunity arises, we pounce on it; when disaster strikes, we're ready for it. Most importantly, we know how to listen to each client's individual expectations, address them, and keep the client involved in the process. After all, it's your money, so you should know what is happening to it at all times. We welcome the opportunity to discuss your investment objectives and demonstrate the difference that Custodio Asset Management can make in your life!
General Information Gender:    Male CRD#:    5539481 Firm CRD#:    144223 Name of Custodial Firm:    Rydex Investments States Licensed in:    MD Years of Experience in Financial Services:    10 Number of Years with Current Firm:    3 I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
Education Academic Background   BS Finance - Mount St. Mary's University (2001)
Services Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds
Qualifications & Memberships Securities Licenses:    Series 65
Firm Information Number of Advisors in Office:    Up to 10 employees I work with clients as part of a team:    Yes
Compliance Registered Investment Advisor:    Yes Registered Representative:    Yes Investment Advisor Representative:    Yes I am an acknowledged fiduciary:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-only financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $15,000 Compensation Methods:    Based on Assets Fee % Based on Assets:    3%
Prepared By:	Ace Custodio

Frequently Asked Questions

Q.	What services do you provide? What are your specialties?

Q.	What is your experience? How many clients do you currently manage?

Q.	What financial institution(s) do you represent?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

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Q.	What services do you provide? What are your specialties?
We provide a hands-on investment management approach. We specialize in major index funds, Dow, Nasdaq-100, S&P 500.

Q.	What is your experience? How many clients do you currently manage?
We have a combined 20 years of trading experience within the firm. We have been managing assets since October, 2005 and have 46 client accounts under management as of September 30, 2008.

Q.	What financial institution(s) do you represent?
We do not represent any particular financial institutions, however, our custodian of assets is Rydex Investments, located in Rockville, MD. Rydex handles $14 Billion of assets from US-based account owners.

Q.	How do you charge for your services?
We charge an annual fee of 3% of assets under management. There are no fees for joining or leaving and there are no minimum amounts to get started.

Q.	Do you provide a free initial consultation?
Yes, over the phone or in person.