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Our Pan Geo Global Capital Appreciation Portfolio unlevered total rate of return is 63.5% from inception on November 15, 2000 to March 6, 2010 (average annual rate of return is 5.4%). Over this time, it has outperformed its global hybrid benchmark by 63.6%.

Our Pan Geo 100% American Strength Growth Portfolio unlevered total rate of return is 99.8% from inception on July 15, 2002 to March 6, 2010 (average annual rate of return is 9.5%). Over this time, it has outperformed its hybrid benchmark by 48.0%.

Ordering Advice

To order advice, proceed to subsequent sections of this web page regarding ordering portfolios. Please refer to the Performance Page for detailed information about the success of our investment advisory services to date and to view the first 80 countries of our Pan Geo Investment Global Table©.  The 100 countries not currently in our Pan Geo Global Index are shown in the table portion on our Also Eligible Page. Both parts of this table also contains links to major stock exchanges in many countries thereby enabling us to easily visit them by clicking on those links.

Please refer to our Investigations, Investigations1, Investigations2 and Investigations3 pages to view Pan Geo Investment Eco-Flags Table©™. Investigations provides an overview of ecological risks, climate change and other phenomena. Investigations1, Investigations2 and Investigations3 outline our justification and rationale for Sky Blue, Forest Green Eco-Touring Countries™, Dusty, Sandy Brown Afflicted Countries™, Murky, Hazy Crimson Red Sunset Countries™ and Smoky Gray Day, Carbon Black Night Countries™ along with relevant commentary and explanations. Conducting this ongoing investigation helps us in our investing efforts here at Pan Geo Investment. More and more important studies, data and information become available virtually on a daily basis concerning the cumulative impacts various industries and activities have on our environment.

Ordering Portfolios using Buy Now buttons to Pay

Mutual Portfolio Option: To pay for a mutual portfolio by credit card and/or a PayPal account, click on a Buy Now button below which results in processing payment for your order through PayPal™ (PayPal - Welcome). Mutual portfolios generally contain between 10 to 20 securities but the exact number could be outside this range. Alternatively, to order a mutual portfolio without using a Buy Now button, refer to the example and ordering section below the Buy Now buttons. However you pay for your order, please also complete and send the appropriate part of the Know Your Client form for mutual portfolios on the Know Your Client page of this website.

Pan Geo Global Capital Appreciation Portfolio - $29

Pan Geo 100% American Strength Growth Portfolio - $29

Example 1: Mutual Portfolio: Suppose on the Know Your Client page you have entered 30 opposite the Capital Appreciation objective because you decided you would like 30 securities in your portfolio with a Capital Appreciation objective. To include only US issuers, indicate that in information field number 15 of the Know Your Client form. Because this portfolio is very similar to Pan Geo Global Capital Appreciation Portfolio or Pan Geo 100% American Growth Portfolio (ie as tracked in the marquee banners at this site) and there are no specific run-time stipulations unique to this portfolio, it is considered to be a mutual portfolio. There is no special computer run required to produce this output. We routinely make such mutual portfolio runs so the output has already been recently generated. Therefore, the cost of this portfolio is $2 per security requested or $60 including all applicable taxes. All prices cited are in terms of US dollars. Clearly identify any special delivery means requested (in Know Your Client form field 15). Please add the cost associated with special delivery to your order and send it directly to Pan Geo Investment Inc. not through the PayPal system.

Private, Custom Designed Portfolio Option:

Here, we custom design portfolio orders for our clients based on what they specify. Refer to other information in this section for more details about having your own portfolio built to order.

To have a custom-designed, private portfolio produced particularly for you or your organization, include a name for the private, custom portfolio together with a summary description of how you would like this portfolio produced. Please also enter the same portfolio name in box 15 of the Know Your Client page so we can match the two up without your providing any personal information in the Summary Description of Private, Custom Portfolio box below. You may enter your portfolio specifications in the box below and Click on the Submit button or send your description in the mail directly to us. Then please pay for your order using either PayPal or by sending payment via mail to us. You also need to complete and submit the Know Your Client Form on the Know Your Client page of this website as that information constitutes part of your custom portfolio order.

Please note that we do not make recommendations on or provide advice about commodities, options, futures, mortgages or real estate. We mail clients a written disclosure statement or brochure upon request.

For a private, custom designed portfolio you may specify parameters such as whether to limit to US securities only; target allocations by nation, currency, asset class or industry; a time horizon in years; amount of funds available for investing now; time horizon, effective tax rates for dividend income, interest income and capital gains; tax deferral period if any.You may direct us to make particular assumptions about relative currency values, inflation rates and / or interest rates. Extra information about your income needs, tax matters and other investments may be specified on the Know Your Client Form on the Know Your Client page. We will dedicate a specific PI2 program run to you or your organization and send you those results and file number.

The cost of producing this unique, tailored portfolio is $98 which includes recommendations on up to 20 securities. If you would like a larger custom designed portfolio than 20 holdings, please send your order directly to us rather than through PayPal and add $2 per security for every security being requested beyond 20. If for any reason, and at our sole discretion, we are unable to fulfill a particular order requested we promptly return payment to that party and advise them accordingly.

To pay for a custom designed portfolio by credit card and/or a PayPal account, click on a Buy Now button below which results in processing payment for your order through PayPal™ (PayPal - Welcome). Alternatively, to order a custom designed portfolio without using a Buy Now button, refer to the ordering section below the Buy Now button. Irrespective of the method of payment, you need to send us your Summary Description of Private Custom Designed Portfolio as described above and a completed Know Your Client form. Refer to the Know Your Client page of this website for the Know Your Client form.

Private, Custom Designed Portfolio - $98

Example 2: Private, Custom Portfolio: If on the  Know Your Client page you decided you would like 30 securities in your portfolio with a Balance objective enter 30 opposite the Balance objective (Know Your Client form field number 19). If you have specific information about how you want the portfolio constructed, complete the Know Your Client form in its entirety. Enter the design information for your portfolio above. The cost for this job is $98 plus $20 extra for the 10 securities beyond 20, for a total of $118. We ask you send this order directly to us rather than through PayPal because the latter is currently set up to handle only fixed payment amounts for orders, namely $98 for a portfolio containing 20 securities or less. 

Ordering Portfolios or GEMS Report by Mail, Paying by Check

Ordering: The GEMS Report is $850 US per report, payable by check or money order to the mailing address shown below. The cost of service for portfolios is $2 per security requested, in US dollars. For an illustration of our pricing mechanisms, please refer to the Examples above. For information on ordering Investor Data Block results only, refer to the Investor Block section of the InvestorDataBlock  page. To order a custom designed private portfolio, refer to that section above on this web page. Unless you are ordering using Buy Now buttons via PayPal, first-time investment advisory service orders direct to Pan Geo Investment Inc. must be signed and sent by mail accompanied by the information requested as outlined on our Know Your Client form page. These first-time orders should be prepaid by check made payable to Pan Geo Investment Inc. and sent to the following mailing address:

Mailing Address:  Pan Geo Investment Inc., 688, Unit 4 - 350 S.E. Marine Drive, Vancouver, B.C. V5X 2S5  Canada

Re-ordering portfolios: Once the payment cycle is complete, subsequent orders may be charged to your account. You may re-order by mail, e-mail, using the Buy Now buttons or by phoning 1-604-321-0666 or 1-778-848-9671. If you are re-ordering electronically via e-mail, you only need to include Know Your Client information that has changed since your previous order plus the identification and shipping information fields 1-17 of that form. Include all applicable Know Your Client information in the numbered sequence that coincides with the numbering of information fields on this Know Your Client form.

Other Information about Ordering

Delivery: Orders will be delivered by us according to the address you specified if payment was made through PayPal, or as per your instructions if payment is made directly to Pan Geo Investment Inc. In the latter case, please specify the means of delivery explicitly and add sufficient funds to cover the costs of any expedited delivery. Otherwise, results are sent by first class priority mail to the Mailing Address on your Know Your Client page.

email: garyhamill@pangeoinvestment.com

Privacy: All information provided to us by our clients is held strictly confidential and private. It is not used for any purpose other than to help us give advice suitable to you or your organization.

Timing of Orders: All spot service orders are queued upon receipt and are processed as expeditiously as possible on a best efforts basis. 

Multi-Stage Orders and Contract Orders: You may include multiple orders to be executed in stages on or about specific dates identified. Insofar as the timing of order fulfillment is concerned, we complete each stage on a best efforts basis only. Upon notification, clients have the right to terminate this service without penalty at any time. Contractual arrangements may be negotiated with the advisor identified towards the bottom of this page.

Limitation: If your order appears to us not to be suitable for the party identified on the Know Your Client form, we will contact you concerning this situation or notify you we are not able to fulfill this particular order. In the event you request more securities than we are able or prepared to advise you or your organization about at the time the order is received, we will include a partial return of funds to you or credit to your account as the case may be based on the shortfall in the size of the portfolio filled versus the size requested.

Other Operating Information

Not levered: .Our standard format for producing mutual portfolios or private portfolios involves the assumption of making long, unlevered investments even though our proprietary PI2 program can model short positions and use of leverage. Unless we are otherwise directed by you in construction of a custom designed private portfolio, we always provide advice assuming long, unlevered positions in all securities.

Asset Classes: Pan Geo Investment Inc. evaluates securities globally including most major asset classes such as common shares; mutual funds, trusts; bonds, notes; index futures; commodities; currencies, cash; and money market instruments. We are an integrated Investment Advisor. We are not licensed to, and do not get involved in making recommendations on or providing advice concerning commodities, options, futures, mortgages or real estate. In the past, especially with the Capital Appreciation objective, portfolios produced have included mostly common share issuers and to a lesser extent bonds, notes; mutual funds or closed investment funds; money market instruments or currencies. Commodities and futures may also be incorporated into the analysis using our PI2 software.  

Investment Advisor: Gary Hamill, COO, Chief Compliance Officer, MBA, M.Sc, P.Eng (1990), CIF (Canadian Investment Finance). The advisor has direct experience in investment advising, portfolio management, software, data processing, management consulting and oil and gas.

 Independence: We are independent and do not receive any incentives or third-party payments for selling certain investment products or services or making any particular recommendation. We do not sell securities we may hold in inventory to our customers and we fully disclose to the client at the time the results are delivered any currently-held positions of Pan Geo Investment Inc. or the Investment Advisor personally involving any and all securities included in that output. Pan Geo Investment Inc. has no conflicts of interest. It does not engage in other business activities that may create the perception that it has potential conflicts of interest. Pan Geo Investment Inc. is an independent investment advisor. Refer to paragraph 2 of the Welcome page for more information about what it means to be an independent Investment Advisor.

Regulation: Pan Geo Investment Inc. has been registered as Investment Advisor with U.S. Securities and Exchange Commission (U.S. Securities and Exchange Commission (Home Page)) since April 2000. From the outset of registration, Gary Hamill has been the investment advisor for Pan Geo Investment Inc. We mail potential investment advisory clients a written disclosure statement or brochure upon request.

Security: As any going concern would or should, we police and protect our credit rating, identity, money, securities, trademarks, copyrights, processes, programs and other intellectual property and physical assets against unlawful and unethical activities. We extend the same due diligence to any client assets we may have in our custody in the course of our duties. We conduct due diligence concerning every order we receive to be sure it is legal and advisable for us to proceed. We realize we have fiduciary duty. We take that responsibility seriously and strive to protect the confidentiality privilege, personal privacy and identity of our clients and potential clients as prescribed in applicable rules, regulations and laws governing the industry. We value our reputation and work hard to ensure we remain a trusted advisory for the new millennium.

We document perceived transgressions we become aware of if legal action against a third party is reasonably anticipated at some point. We try to monitor and document any acts leveled against us not in good faith including possible corporate espionage, influence peddling, stalking, rumor-mongering, misrepresentation, defamation, spamming, unauthorized distribution and so on. We protect this website and our computer systems and networks from bogus orders, viruses, spam and phishing activities to the best of our ability. We track characteristics of visitors to pangeoinvestment.com web pages and have access to logs that show, for example, what search engines crawled our site's content and exactly when that happens. We sometimes conduct follow-up review of who these search companies are and what their business purpose is in indexing our content. Certain entities that have crawled our site routinely for long periods of time appear to us to have motivations and a modus operandi that is questionable and perplexing.   

Political and Competitive Risk in Canada: We are not political people at this advisory. We are a private company working every day to perform our role as a responsible, independent advisor. We prefer to remain in the background if we can still prosper by so doing. However, if we feel our intellectual property is being misappropriated or our views misrepresented by other interests, we may go public at any time or "spill the beans" to trusted, third parties who undoubtedly would find our experiences operating from Canada to be at once fascinating, insightful, surprising and disturbing. We are convinced "our inside story" as it stands today will sell a lot of copies. We are not afraid to tell it, either, to authorities, media and friends in USA, UK, Germany, France, Spain you name the country. We will not be intimidated to not speak out for freedom, human rights, democracy and the collective welfare of this world we inhabit. We dislike those who "compete" with us by stalking and blocking us, shadowing us, interrupting, disrupting and spamming our communications, framing, defaming and misrepresenting us and our situation, stripping and ripping-off our assets including intellectual property and other schemes intended to disrupt our business or credit rating.

We have a great many unanswered questions about what has taken place here in Canada over the years and we have been subjected to a lot of highly questionable, unjustified actions and impediments affecting this advisory, its owners and the family of its owners whose parents are Americans not Canadians. Many authorities in Canada have been told, some repeatedly, that certain of these actions against us and our family constitute felonies in America yet they persist in obstructing communications and misrepresenting the facts, for two full years now. We believe those opposing us on the matter of an ongoing confinement of our family member in Alberta, who is an American citizen by right, are skating on very, very thin ice and we will seek full redress of the situation affecting everyone involved. We know a lot about what went on because of our involvement and placement of literally 100's of phone calls concerning it. The party being held, the Mother of the owner of this advisory, has asked police repeatedly for her release from the facility she is being held, to return to her home from which she was removed against her will and communications with her son were severed against her will. We are aware of many nasty details of particular institutions who were harassing her about her affairs when they had no legal right or service agreement to even talk to her about those matters, much less, to scold her repeatedly for what she chose to do. A legal document she had prepared and signed initially was apparently hidden from a Court in Alberta. No notice or serving of documents regarding a pending Court proceeding affecting Mom and her son was ever sent to her only son. Police who entered her home on a call she did not request later were made aware by the owner of this advisory that she had been taken from her home by a party who was conspiring to take her assets and she was never to allowed to return home. Despite the nature of the call to her home, that police officer oddly-enough took the time to visit this web page before attending her home. We wonder why (keep reading for more hints). Police involved either condoned the action or looked the other way while Mom lost legal control over her own life at a time when her own doctor, emergency room physicians at Royal Alexandra Hospital, her son, her new bank, her lawyer, her son's lawyer, taxi drivers she used, and employees at the neighborhood food store she visited that knew her well and had all seen here right around this time would each and every one vouch for the fact she was doing just fine thank you. She was entirely functional and normal as any 83 year old could be expected to be. Yet, to our knowledge, she is still being held in Alberta in an institution she does not want to be in and does not deserve to be in. We believe it likely other parties took her home and other assets and disposed of it for their own gain.

Freedom, human and legal rights, transparency and debate are pillars of civil and democratic societies. We will not be muzzled or intimidated by anyone or any entity in Canada though many attempts have been made to do just that - intimidate us. Identify where we have our facts or interpretations wrong and we will reply. We are good with names and dates and have a very good memory of events. We believe the reason she has been so abused in Alberta is that she happens to be the Mom of the owner of this advisory. That's what precipitated the freak show she found herself in. Sorry to be so blunt, but we have always believed that to be the case here at this advisory, and we are not exactly the paranoid types here. We are not afraid of thugs, thieves, cheats, liars, felons or criminals. We realize the Solicitor General in Alberta has publicly stated that peaceful, well-meaning, learned young men and ladies who protested at the site of some oilsands development in Alberta are "terrorists". That's the world according to him. Now you know who we are dealing with. Human greed and corruption is what we are dealing with, that's our opinion. We are also aware of what Alberta government employees have said publicly in writing about the owner of this advisory, accusations that can be disproven far beyond any reasonable doubt. The metaphor that comes to mind is that of a mean-spirited, screwed up, junkyard guard dog. Isn't science wonderful? Isn't evidence fascinating? Are'nt witnesses, signed legal declarations, digital phone records, videotape and medical images revealing? Once we take care of that "issue", we will be publicly asking the Alberta government to resign. Forty years of the same political party in power is far, far too long. And the abuse perpetrated against many people is quite pathetic, really. That matches your current reputation worldwide which is not pretty. Which in fact is pretty ugly. We intend to sue Government of Alberta for damages and we will do so at a time and place of our choosing. Meanwhile, we are trying to find a way to do just that from outside of Alberta and perhaps outside of Canada, too.

Come on Mom, let's you and I go home to America, OK, are you with me, now, we talked about this before, remember? Freedom, liberty, the pursuit of happiness! Your cousin in Oregon you used to visit almost every year. California, the Hollywood scene you loved. You can play the piano again. When I last heard you play at age 83, you were still almost at the professional piano player level you were at as a young lady. God bless America, your capture and confinement could never happen there, we do not believe it, do we! Americans have a reputation for getting it right. We should have departed for America, the land of freedom and enterprise, while you were still a free lady. Then, you would not have suffered so unbearably like this for two years, dear Mommy. I miss you so very much, I cry sometimes that they did this to you. They still believe they have gotten away with it, too. We'll see.

We are confident Canadians will want to hear all about this some day, but it's unlikely to become fully public in all it's revealing detail while we are anywhere near "Alberta soil". We don't really like how we have been treated in Alberta. It's not a pretty bed-time kind of a story but it is one we will be selling. We sometimes do wish foreigners would help us more with "this cross we carry in Canada" so-to-speak because we do feel surrounded by Canada's immutable, scheming, often-superficial status quo. We try our best to steer clear of questionable competitors, partnerships and service providers. Technically, business-wise, we have no legal operating presence here. But we do have logistical operating exposure to Canada and BC because various communications, bank transactions, investment and tax reporting originates here where the advisory is physically based. Quite incredibly in the circumstances, we have come this far along in Canada since 1991, more than 20 years have passed since we began our quest. We believe we could continue to chug along in this mode for a long time to come if we have to but there are also many more effective scenarios we can imagine to progress. We would like to team-up with those that, among other things, could ensure we are no longer victimized by any more "cheap and bizarre stuff", things that oftentimes constitute a setback for us due to the consequences of somehow dealing with it. The legality of what we have been subjected to is often very "iffy" and we could have taken legal action a number of times frankly. The law has a long reach including, happily, into other jurisdictions. Finally, we have a long memory here and are good at documenting transgressions against us which we believe will eventually serve us well in counteracting political and competitive risk factors.

Holdings: Pan Geo Investment Inc. discloses to customers at the time the order is filled for each customer if it holds, and the extent of any investments Pan Geo Investment Inc. and the advisor owns, in any and all securities being recommended. We also disclose then if Pan Geo Investment Inc. or the advisor's personal securities transactions are inconsistent with any advice given.

Sources & Resources: This Company obtains information from many sources. We rely on widely-disseminated public information to help provide a dynamic foundation for evaluating securities. We adhere strictly to fair disclosure laws.

Research & Development: Pan Geo Investment Inc. or the principal of this Company has received Scientific Research & Experimental Development ("SRED") tax credits from Canada Revenue Agency in three different years for expenses incurred in the development of PI2 and the prior version of this software.

Limitations: PI2 (Portfolio Investor 2010) is subject to the limitations associated with any model-based system.

Pan Geo Investment Inc., a trusted advisory for the new millennium, has been producing globally-integrated portfolio investment evaluations transparently using our exclusive, proprietary software since 1991, the dawn of the Internet.

Copyright ©  1997- 2010 and Trademarks™: Portfolio Investor 2010, PI2, Pan Geo Investment, PanGeoInvestment.com, Fruit Patch, Weighty 80 Index, WE Index, Also Eligible 100, Pan Geo Global Capital Appreciation, Pan Geo Global Investor Data Block, Pan Geo 100% American Strength, Pan Geo 100% American Strength Growth, Pan Geo 100% American Investor Data Block, Pan Geo Investment Global Table and Pan Geo Investment Eco-Flags Table - Dusty, Sandy Brown Afflicted Countries; Murky, Hazy Crimson Red Sunset Countries; Smoky Gray Day, Carbon Black Night Countries; Sky Blue, Forest Green Eco-Touring Countries; Eco-Flags; Green Earth Memoranda and Solution ("GEMS") and Yellow-Lit Mud Hut Fund are copyrights and trademarks of Pan Geo Investment Inc. and are intended for private, non-commercial use unless otherwise agreed to in writing from Pan Geo Investment Inc. Reproduction in whole or in part without the express written consent of Pan Geo Investment Inc. is strictly prohibited. All rights reserved.

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