Complete a client questionnaire and management agreement.
Rydex Financial Services has been selected as Sarasota Capital Strategies' primary custodian. Custodians are independent financial institutions that hold and provide monthly report of your assets. There is no affiliation between Sarasota Capital Strategies and the custodian.
After you have completed the forms, mail or fax them to the following address:
Sarasota Capital Strategies, Inc., 460 South Tamiami Trail, Osprey, FL 34229
Fax: 941.966.0448
Before opening an account, please review our important disclosure documents by clicking on each below:
Home - Our Approach - Directions - Upcoming Events - Exchange Traded Funds (ETFS) - Exchange Traded Fund (ETF) VS. Stocks - Sarasota Capital Strategies In The News - Account Access - About Us - Important Disclosure - Disclaimer - Open An Account - Contact Us - International Strategy - Capital Appreciation - Dynamic Growth - Income Generation - Closed End Funds - New York Stock Exhange (AMEX) - Site Map
Note that the information provided is not intended to give any specific advice nor an offer to purchase or sell any securities. It purpose is for informational purposes only. Please remember that past performance may not be indicative of future results. Information pertaining to Sarasota Capital Strategies operations, services and fees is set forth in our current disclosure statement, Form ADV Part II and Schedule F. A copy of which is available online under "Important Disclosure."
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