Technomart RGA Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Technomart R.G.A., Inc. provides investment advisory services to individuals, families, trusts and estates, businesses and institutions, and serves both U.S. and international clients. Its offerings include portfolio management (on both discretionary and non-discretionary terms), a paid monthly market letter with buy/sell and timing recommendations, and an hourly advisory line for investor inquiries and trade guidance.
The firm’s investment approach blends bottom-up company research, fundamental and technical analysis, and cash-flow valuation, and it pursues long and short positions as well as explicit market-timing strategies. Client engagements are tailored in scope and review frequency, and the firm implements advice either through discretionary trading authority for some accounts or primarily on a non-discretionary basis for a larger share of assets.
Noteworthy aspects of Technomart’s practice include its mix of revenue sources—subscription and fixed fees for its market letter, hourly charges for advisory calls, and, in limited cases, performance-fee arrangements—alongside providing portfolio management for both individual and institutional clients and serving other investment-adviser entities. The firm reports over $300 million in managed assets relative to a small staff, a multinational client base, and does not operate as a private fund adviser.
Client services
Expertise
Fee options
$0 - $3,000,000: 2.00 basis points (0.02%) annually Above $3,000,000+: 1.50 basis points (0.015%) annually
$299.00 per hour for advisory line service; billed in 5-minute increments
Optional performance-based fee arrangement: 2% management fee plus negotiable incentive fee; offered only in limited circumstances
Subscription to Shortex market letter: $29.99 per issue, $299 for one year, $499 for two years
Account minimum: $1,000,000 Fee-only: Portfolio management fees based on AUM tiers as above; hourly advisory services at $299/hour with increments billed in 5-minute units
Main office
401 E. Pratt Street Suite 312
Baltimore MD 21202
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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