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Winning Investment Strategies

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Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

What are the average earnings of each member?

Since no two members portfolios are identical, earnings vary with each member's goals and objectives. However, Dr. James has amassed earning utilizing stocks, bonds, real estate, and investments in micro-element mining and processing in excess of 50% per year since he first entered the investment marketplace in 1974.

Why should I make a financial plan?

Financial plans allow you to prepare for, and modulate things such as your monthly income, your education, your children's' education, recreation and travel, your retirement, or unexpected events.

What should each financial plan include?

Financial planning should start with considering your goals and objectives. This differs from member to member. Once you have become a member of the "team", the team will assist you in building an investment portfolio that compares your current income with your goals. This generally includes questions regarding monthly income, tax planning, insurance needs, recreation, and retirement.

How often should I update my financial plan?

We encourage our members to actively participate as part of the "team." Per the model first pioneered by Vanguard, each member is an owner. We believe that active participation is essential to produce the best results. In addition to monthly online meetings, we encourage both texting and calling individual team members when questions arise.

Is there a minimum investment to become a member?

To become a member each participant must invest the equivalent of $20,000 U.S. dollars.

You frequently refer to team. What do you mean by team?

In the earliest days at Vanguard small teams, or groups of individual investors were formed, encouraging interactions among team members. This was lost along the way. We at Quest are keen on reestablishing the concept that two minds are better than one, or a harmonious group with similar purpose is less likely to act compulsively and make mistakes. Therefore, each new member is placed in a group which meets online each month to discuss investment strategies and outcomes.

Are all team members required to make the same investments?

No: Teams are advisory, but no individual is required to follow suggested protocols. Needs differ, individual incomes differ, goals differ; it is therefore expected that individual investment strategies and portfolios will differ.

Are all applicants allowed to become a member?

No: Each application is submitted to the group for review. At the next meeting each new application is discussed and voted upon. If the applicant is accepted, they are provided provisional membership and assigned one of the group's members to act as a mentor for the first ninety days. At that time, if permanent membership is solicited, a second vote is taken. If a majority of the members approve the applicant, permanent membership is granted. PLEASE NOTE: Currently all trading groups are full; as new groups or individual positions become available your application will be considered. If you continue to be interested please contact Dr. James and ask to be placed in the waiting roster.

Contact Us

It is never too early, nor too late to get started developing your investment portfolio. Tell us more about your aspirations and goals, and we will assist you in getting started on a plan to achieve them.

questmonetaryfund.com

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10:00 am – 03:00 pm

Monday - Friday: 10am - 3pm

Saturday - Sunday: By appointment

ronaldjames@questmonetaryfund.com
1-530-446-4962

questmonetaryfund.com

Winning Investment Strategies

About Us

Planning Futures

Our Team : Headed By

CEO & President

Frequently Asked Questions

Photo Gallery

Contact Us

questmonetaryfund.com

Hours

Get Started Today

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questmonetaryfund.com

Winning Investment Strategies

About Us

Planning Futures

Our Team : Headed By

CEO & President

Frequently Asked Questions

Photo Gallery

Contact Us

questmonetaryfund.com

Hours

Get Started Today

Subscribe

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