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Equity Fund Research
P.O. Box 76
Boston, MA 02117

 

 

 

For more information on Managed Accounts telephone
781-397-6844 or
800-982-0055
8 am to 4 pm ET 

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Clients receive quarterly reports on their portfolio.

  Offices are located at 194 Summer St.
Malden MA 02148.

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Equity Fund Research is registered as an investment adviser with the Securities& Exchange Commission. Our SEC file number is 801-64817, Information about EFR as filed with the Commission may be viewed at
www.adviserinfo.sec.gov.


Managed Accounts

EQUITY FUND RESEARCH has been offering investment management services to individuals since 1980.  We do not publish results of our managed accounts but results of our newsletter, EQUITY FUND OUTLOOK (1988-2008), are attested to by The Hulbert Financial Digest, a service of Dow Jones Marketwatch.

Clients receive quarterly statements that show holdings, portfolio characteristics, commentary and performance for the most recent quarter and since account inception, compared with a market benchmark.  Each account is separately managed, and a client’s expressed risk ceiling is scrupulously observed.

Equity Fund Research is about research: the special effort required to research and produce a leading newsletter on growth funds each month serves as a discipline that assists in obtaining effective results for clients. As publishers of a leading newsletter we enjoy access to portfolio managers for additional insights. All accounts are managed by firm principal Thurman Smith.

Currently we are accepting only tax-advantaged accounts such as IRAs, Keoghs, 403(b) and other retirement plans . The minimum account size is $500,000 (per portfolio).  Fees are based on assets and do not exceed 1%.  Client assets are custodied at Charles Schwab & Company, which has the best selection of the less well known funds we like to use and the most dependable execution and best broker-adviser interface.

An explanation of the investment approach, fees, background of chief investment officer Thurman Smith, and other essential information on the service, including a copy of our form ADV Part II can be sent if there is mutual interest. This is discovered in a telephone conversation with Mr. Smith. You may call him at 781-397-6844 or 800-982-0055,
8 am to 4 pm eastern time.

A two-page printable description of the service can be dowloaded here.

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