Managed Accounts – Motiwala Capital

Motiwala Capital manages separate investment accounts held in the clients name
Account types: Individual / Joint / IRA / Roth/ Rollover / Inherited / SEP / Trust / Partnership / Corporation / LLC
Broker/Custodian: Interactive Brokers LLC. We do not take possession of Client Assets at any time
Investments are primarily made in individual stocks (and not ETFs / Mutual Funds)
Recommended minimum investment timeframe: 3 years
Total transparency. Clients can view their portfolio, trades, net account value at any time
Account can be closed , transferred out without any lock up period
Advisory Fees: 1% annually of the net account value, charged on a quarterly schedule
Long only. No shorting. No use of margin

Motiwala Capital