Frequently Asked Questions

Is my account invested the same as everyone else in the strategy?
Yes. All buys and sells are done on an individual account basis by percentage. Allocations differ by strategy only. Every account receives the same trade on the same day at the same time.

What if I need to redeem all or some of my account?
All of our investments are very liquid. They can be sold with one day’s notice. Clients needing to withdraw from an account can simply call our Denver office with withdrawal requests. Receiving a check from our custodians typically takes 6-8 business days. Wire feature and systematic withdrawals are also available.

How is my account registered?
Your account is always registered directly with the custodian. All Season Financial Advisors never has access to the client’s money other than to trade and withdrawal management fees under a limited power of attorney. Checks for additions or new accounts are made out directly to the custodian (not All Season Financial Advisors).

What if my account is invested already, how do I transfer funds?
Every situation is different but generally we will assist you in strategically selling your current investments into a money market account and then transfer your assets into the appropriate custodian where we are able to implement our trading strategies. Beyond signatures, we handle almost all aspects of the transfer for you including paperwork and follow-up.

How and when is my account invested in the All Season Financial Advisors’ strategies?
Because our investment models are traded frequently and money is constantly rotated in and out of money market funds, we can typically wait for new buy signals to sweep a new account into the model. The process can take up to two or three months by very effectively avoiding buying into the markets near a top.