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Algorithmic portfolios for normal people.

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Interactive Brokers Account Requirements
Prospect/Client Interview Powerform
Client Agreement Package PowerForm
Investment Policy Statement Powerform
SEC.org Brochures
Advisor History on sec.gov
IBKR SNAPSHOT REPORT EXAMPLE
Link IBKR ACcount to Tines Capital
Roth Contribution Limits

Website Disclosure

Tines Capital, LLC (“TC”) is a registered investment advisor offering advisory services in the State(s) of Oklahoma and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by TC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of TC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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Example Client Agreement

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