Technomart RGA Inc logo

Technomart RGA Inc

Updated today

Client AUM

$337,949,124

Clients

70

Advisors

1

of 7 employees

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

Portfolio management Newsletters or periodicals Market timing

Expertise

Active portfolio management

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Fee options

Percentage

$0 - $3,000,000: 2.00 basis points (0.02%) annually Above $3,000,000+: 1.50 basis points (0.015%) annually

Project-based

$299.00 per hour for advisory line service; billed in 5-minute increments

Performance-based

Optional performance-based fee arrangement: 2% management fee plus negotiable incentive fee; offered only in limited circumstances

Subscriptions

Subscription to Shortex market letter: $29.99 per issue, $299 for one year, $499 for two years

Other

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

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