Click to sign up for our Free Fixed Income Newsletter

See our high yielding, short fixed income portfolios FX1, FX2 and FX3.


Call Toll Free 877-359-5319.  

What are the mechanics of getting started with Durig Capital?

To assist our new clients that have interests in our services we have this simple three step guideline available.

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 would prefer.

Step 1    – The Investment Holding Firm Agreement

We will ask our clients work with TD Ameritrade Institutional

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

  • New account types can include individual, joint, UGMA/UTMA, trusts, estates, partnerships, business, an/or a variety of retirement and other non-prototype accounts.
  • Indicate any need to transfer assets from an existing brokerage account elsewhere.
  • Authorize Durig Capital as Advisers on the account, or will
  • Add Durig Capital advisory services to a previously existing account.

We her at Durig Capital will email, mail or fax you the proper forms for your preferred custodian.  The account should be established 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 custodians documentation questions, we can help assistance, but the documents themselves are outside of our area of control.  If you have any issue or question regarding aspect the process, we invite you to give us a call.  We deal with this paperwork frequently and can often save you time and effort, and possibly avert some unnecessary confusion and a fair bit of frustration.

Once this major hurdle is completed, the rest is quite easy.  After the paper work is returned to us, it often takes only a day to establish the new records.  All of our clients, if desired, will have direct online access (with their custodian) to all equity and asset holdings, as well as to any and all records and 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 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, mail or fax 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).

You’re now ready to Shop the Globe with us for higher institution yields!

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

You must be logged in to leave a reply.

 

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. This is neither a solicitation to buy nor an offer to sell to persons in Texas

 
Providing Global High Institutional Yields for our Investors !
A low fee income service. Providing High Quality Fiduciary Services at Very Low Prices Investment-Income.net | 11600 SW 69th Avenue | Tigard, Oregon 97223 971-732-5119 Direct | 877-720-3010 Toll Free | 971-732-5121 Fax
 
Durig Capital has the highest A+ Rating with the BBB | The Disclaimer *This site is owned by Durig Capital, LLC (Durig.com), a Registered Investment Fiduciary.
.
We're working endlessly, to provide you with the premier Global Fixed Income services. Our goal is to seek out and identify many of the Globes and US best yielding investments, providing updated fundamental research on several high yielding bonds, that with our low cost assistance, clients can broadly diversify their fixed income portfolio while at the same time often greatly increasing their yields. We identify, research and place bonds repeatability at the higher yielding institution levels, often sidestepping costly traders and middlemen providing a direct service at a very low fee. This service has allowing our clients to achieve both a much higher income combined with far greater diversification. We hear stories daily, about how investors have looked for years on the internet for help, in their global pursuit to diversify their portfolio utilizing high yielding individual international bonds, and they were excited to finally identify a fiduciary firm that was able to help them to achieve their income goals. With our personal attention, depth in knowledge, and our many outstanding conveniences, we're better able to help you, the Income investor, achieve the real savings in time, effort, and money that you desire form a true investment fiduciary.
  call Durig.Capital