Durig Capital : Always putting your interests first!

Fixed Income Update:
We have a US dollar bond yielding over 8% with a 2 year maturity, only a 5 thousand dollar minimum call or email if you have interest

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Getting started with Durig Capital?

To assist anyone that has interest in our services we offer this simple three step guideline.

It is of utmost importance that clients recognize that Durig Capital does not receive or hold any client assets or monies, and that Durig Capital acts strictly as a fiduciary utilizing third party custodians to broker, clear, and hold all client trades and investments.  Therefore, the first step is to consider is the selection of which holding firm (custodian) you prefer.

Step 1    – The Investment Holding Firm Agreement

We ask our clients to select one, or both, of the following custodian firms:

A) TD Ameritrade

When selecting your preferred custodian, please be sure to also specify the following:

  • Type of account(s).  New account types can include:  Individual, Joint, UGMA/UTMA, Trusts, Estates, Partnerships, Corporate/Business, Retirement and/or a variety of other non-prototype accounts.
  • Indicate any need to transfer assets from an existing brokerage account, or
  • If you prefer to authorize Durig Capital as Advisers on an pre-existing account.

We here at Durig Capital will email, mail or fax you the proper forms for your preferred custodian.  Your account will be established with them in your name, or a name already identified in an existing account.  As clients often tell us the most difficult part is understanding and completing the custodian’s documentation questions, we can offer our assistance, but the documents themselves are outside of our area of control.  If you have any issue or question regarding any aspect the process, we encourage you to give us a call. We deal with account paperwork frequently, and will likely save you time and effort as well as pleasantly surprise you with the ease and effienciency of how things work on the institutional side.

Once this first step is completed, the rest is really quite easy.  After the paper work is returned to us, it often takes only a day (or less) to establish the new records.  All of our clients, if desired, will have 24/7 online access (with their custodian) to all equity and asset holdings, and to any and all records and required reporting (such as trades, values, confirmations, statements, and taxes) directly from your selected Custodian.  This third party validation provides an extremely high level of transparency, flexibility and accountability to and for you.

Step 2 – The Durig Advisory Agreement

You have your choice between:

A)  Non-discretionary Agreement –  In this structure we need your verbal or written agreement approval prior to ANY TRADE. This allows you to still be in charge of placing the investment, often the clients are selecting bonds directly from our weekly newsletter.

B)  Discretionary Agreement –   We select the investments and manage the funds for you.  Due to market conditions and communications, we believe client accounts typically perform better utilizing this option.

We will email, fax or mail you the proper document for your preferred arrangement.  The  Durig Advisory agreement must be signed (on the last page) and a copy returned to us.

At this point your ready to participate in our syndication offerings.

Step 3  - The Funding

Once your account is established, we will provide you with the necessary account information to access your account online and ask that you write all checks to and/or provide all wire transfers directly to the custodian that you have selected.  As a reminder, please always put in writing both the custodian name and your account number on every check or wire transfer.

Discretionary accounts require funding prior to investment participation.  Non-discretionary accounts require that all funds be deposited within three business days after any new purchase (Normal Settlement).

See how easily you can Shop the Globe with us for higher institution yields?

Whenever you are ready, at Durig Capital, we are “always putting your interest first !”

8 thoughts on “Getting started with Durig Capital?

  1. Hello,
    I have viewed a number of your articles on high yield portfolios and have a potential interest in investing a small amount of my IRA portfolio with you. Currently I have money in Windhaven accounts, Schwab self directed accounts where I invest in Corp bonds, preferreds, REITs, MLP’s and dividend stocks. I also invest with Bridgewell Capital in short term housing bridge loans. I am looking for a diversity in my portfolio for some type of managed account that focus’ on high shorter term yield with security (like everyone else is not looking for the same). I would be more interested in how you would structure a smaller portfolio of around $150K in an IRA account and what you fees would be. Thank You.
    Paul Cianchetti

    • Thanks for the questions Paul, we are one of the lowest cost Investment advisers with our annual fee a half of one percent. We would greatly diversify you into many different risks such as geopolitical , county, industry and financial and default. We tent to be very short term in maturates, with an 3.5 year average and we have not had any bond defaults, with that said it has been a very challenging last 6 years. You can read about the many positions we have taken on our website Bond-Yields.com

  2. If I have an account with Fidelity, can you work with that. What will be the minimum investment in IRA account or personal account

  3. Hi Sharma

    Thanks for your question.

    On Fidelity, we tried to work with, they weren’t you might say, not very hospitable. We have no minimums sized bond accounts (IRA or Personal) when you select your own bonds off our newsletter. Once the account is set up, the smallest increment is often 5 thousand dollars bond purchase at a time.

    You would need to be paid for 3 business days after purchase in a cash account.

    I hope that helps we will put you on our bond newsletter.

  4. 1) What are the minimum increments to purchase such bonds through TD AMERITRADE?

    2) What are the tax withholdings (from country of issuer) on the interest payments?

    3) Could one use an account at TD WATERHOUSE in Canada as an alternative to TD AMERITRADE in the US to purchase such bonds?

    • Hi Grug great question

      Selecting the bonds yourself their is no-minimum at TD Ameritrade. Their also is no country withholding taxes at this time.

      Thanks

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Durig Capital : Always putting your interests first!


Registered Investment Adviser
11600 SW 69th Avenue
Tigard, Oregon 97223
Toll Free: 877-359-5319
E-mail us at: Info@Durig.com
Fax 971-732-5121


Information on this website is provided for informational purposes only and is not offered as advice with respect to any particular security or related financial instrument. This information should not be used as a basis for making an investment decision and must not be treated as a substitute for seeking advice from a licensed professional. The suitability of a given investment for a particular investor depends on a number of factors, each of which should be considered carefully. Such factors include, but are not limited to, the risk associated with the investment, the nature of current market conditions, and the investor’s objectives, personal needs, and specific circumstances.

Durig Capital - Registered Investment Adviser proudly services: Portland, Tigard, Wilsonville, Lake Oswego, Beaverton, Tualatin, West Linn, Sherwood, Oregon City and more.