3°
Investing at its Best and
Note.—One or two interviews frequently settle these
questions more satisfactorily than a great deal of corre
spondence; but, of course, interviews are not indis
pensable. (The Registry will send an expert to any
investor’s residence, if so desired, for an additional fee
to be first agreed.)
3. The preparation, where necessary, of a com
plete reconstruction scheme, which the Registry
undertakes to alter and amend, if necessary, until it
covers every reasonable requirement of the investor;
—the correspondence or interviews requisite with
regard to such schemes.
4. The supervision of the scheme’s execution,
either through a firm of brokers selected by the
Registry or through the client’s own brokers; the
work and correspondence entailed in the actual
exchanges of investments and in their delivery and
registration.
5. The supervision of the reconstructed list
during one year, dating from the first actual
exchange of investments, including the revalua
tions, reports, correspondence, and interviews
entailed thereby.
As the chief portion of the work entailed in preparing
the records and data necessary for advising is constantly
performed by the Registry in any event, and, as many
lists are very similar, the Registry can quote very
moderate fees in every case. This is due to the fact
that the work is being done simultaneously on behalf of
thousands of investors, so that a “ wholesale ” price, as
it were, can be accepted for it.