Q: Will TIA (Trusskey Investment Advisors) manage my account at Fidelity Mutual Funds?

A: I'm sorry, but account managing complexities such as trading restrictions, trading times and holding periods are not conducive or cost effective for the client or TIA.

Rydex Mutual Funds is set up for the professional money manager and client assets must reside at Rydex Mutual Funds for Mr. Trusskey to manage them.


Q: Who is the custodian of my money?

A: "Rydex Mutual Funds" for non-qualified accounts and the "Rydex Series Trust" for qualified accounts such as IRA's, Rollover IRA's. Click on the "Client Account Access" tab to the left and visit the Rydex Mutual Fund web site!

Security Benefit buys Rydex...This dateline was posted on the Rydex Funds Site. - TOPEKA, Kansas, and ROCKVILLE, Maryland, June 28, 2007 – Security Benefit today announced the signing of a definitive purchase agreement to acquire Rydex Investments, a Maryland-based investment management company that is a leader in bringing institutional-style investment products to the retail market. The combined organization is expected to represent roughly $35 billion in assets under management, and $52 billion of assets under administration at closing.


Q: What if I already have a Rydex Mutual Fund account?

A: If you already have an account established at Rydex Mutual Funds and would like Mr. Trusskey to handle the management of it, please contact TIA at your earliest convenience.


Q: What are the "fees" associated with Matt Trusskey's money/asset management and what do you mean when you advertise "1% or Less"?

A: Our fees are less than 1% per year once your account balance exceeds $250,000.00. Multiple family accounts will be combined in determining your overall account size.

Q: What are your account minimums?

A: Although Rydex has established account minimums at $25,000.00, TIA (Trusskey Investment Advisors) is a registered investment advisory firm and as a professional money manager, this minimum does not apply to our clients except for persoanlized portfolio's which are discussed below.



Q: What Rydex "no-load" mutual funds does Mr. Trusskey invest in?

A: Matt may utilize any of the "I - Investor Class" (or) "H - Hybrid Class" Rydex Mutual Funds to manage your money.


Q: Does Rydex offer any other share classes?

A: Yes! Investors must be careful these days. To stay competative with the retail brokerage and internet platforms, most traditional "no-load" companies have added classes of shares which have various "sales charges" and "12b-1 fees". This is how the stock brokers of the world can sell clients a "hot" mutual fund from a so-called "no-load" mutual fund company. Unfortunately, thats where their management, of your money, ends!

At TIA, we must continually monitor and manage your money to continue making our living. Mr. Trusskey is in the business of managing money for a fee, not selling mutual funds for a commission!

Traditional brokerage firms and stockbrokers make their money the day they sell you the mutual fund and it does not matter if it is a "front" or "rear" loaded fund. If you sell your fund shares the next day, they still make their full commission and you receive the remainder.


Q: How do I proceed from here if I want TIA to help me?

A: You can either: Open a Rydex Mutual Fund account on line and then contact Mr. Trusskey.
Or
You can contact Matt and he will ready the paperwork for your signature.

Contacting TIA to do the paperwork is recommended for Rollovers, IRA's or any qualified accounts because there are custodian to custodian transfer papers or qualified plan rollover distribution papers that must be completed correctly and then mailed to the proper person for release. TIA will navigate and monitor the process for you.


Q: What type of accounts or managed groups do you offer?

A: Trusskey Investment Advisors (TIA) offers three groups for investors to consider. The first group is Group 0009 and this is where personalized portfolios reside (see next question). The second Group 0010 is a group for clients that wish to sit in the Rydex Government Money Market Fund. Management Fees are waived if your assets are in this group for an entire quarter. The final group is Group 0011 and it is the TIA Managed Portfolio which Mr. Trusskey trades. This is where his personal accounts reside and the "Performance Record" tab will take you to the Portfolio Description and the performance results going back to 1995.


Q: Can I have my portfolio managed as a single account, outside the TIA Portfolio trading Group 0011?

A: Yes, Mr. Trusskey will advise you and help to come up with a personalized portfolio that suits your needs. This personalized portfolio can be reviewed and changed anytime you request it, but there is a $50,000.00 account minimum for the personalized portfolio. Personalized portfolios reside in Group 0009.


Q: What do I do if my life changes and I want to be moved to money market funds?

A: Just send an email to Mr. Trusskey and he will move you to Group 0010, which is a group that does not trade and sits in the Rydex Government Money Market Fund at all times. If your funds are in this group for an entire quarter, the management fees are waived.

These are the most frequently asked questions, but if you have another one, please email Matt from the "Contact Us" tab on the upper left side of this web page!

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