PanGeoInvestment.com
Performance
Please refer to the Performance Page for detailed information about the success of our investment advisory services to date and to view the first 64 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 exchanges in many of these countries thereby enabling you and us to easily visit them by clicking on those links.
Please refer to Investigations page if you would like to see Pan Geo Investment Eco Table©. Our current list of what we call the 83 Dirty Energy countries are shown there along with relevant commentary and explanations of pollution problems as we see it. Of course, conducting this ongoing investigation helps us in our investing efforts here at Pan Geo Investment, as more and more important information becomes available virtually on a daily basis concerning the impact our livelihood, activities and all of us 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 the name of the party together with a summary description of how you would like this portfolio produced. You may send your description in the mail directly to us or enter your portfolio specifications in the box below and Click on the Submit button. 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, that information constitutes part of your 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 by Mail, Paying by Check
Ordering: The cost of service 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: 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.
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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.
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.
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.
Independence: 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.
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.
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. Notwithstanding, PI2 is still subject to limitations associated with any model-based system.
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Copyright © 1997-2008 and Trademarks™: Portfolio Investor 2008, PI2, Pan Geo Investment, PanGeoInvestment.com, Pan Geo Global, 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 Global Index, Pan Geo Investment Global Table and Pan Geo Investment Eco Table 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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