VerEquitas, a new online service for do-it-yourself investors, begins online operations on November 4, 2011

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Target: Do-it-yourself investor, who recognizes the need for diversification but at present gets lost in confusing, often contradictory, advisory services Product: Specific buying and selling instructions, delivered through quarterly updates, that show the investor how to build a high-quality portfolio Mechanism: Web and subscriber based; subscribers follow steps and use their broker-of-choice to manage their own portfolios Differentiation: The service is the result of twelve years of research and development, which has historically yielded top-quartile performance Site:

A new type of financial service is available online for the do-it-yourself investor.

VerEquitas members enter an investment amount online and then receive buying and selling instructions that allow them to recreate a portfolio with a ten-year track record of success. Investors then use their own brokers (discount or full service) to buy and sell stocks according to regular instructions. This portfolio is monitored carefully, but moves conservatively: major changes are made only quarterly. This provides investors with a stable, predictable investment base in uncertain investment times.

The service is transparent, with clear instructions issued on a regular basis. Members pay a fixed annual subscriber fee of $225.

Although VerEquitas itself is a new idea, the portfolio and the managers have been around a long time, with a great track-record of success. VerEquitas is a division of Selkirk Portfolio Management Inc., and the service is a product of twelve years of research and development

About the principals
Don Thurston founded Selkirk in 1996. This was after forty years of successful and varied business in technical and senior management positions. This included a partnership with Mawer Investment Management. During this time Don managed personal and institutional client accounts with a variety of mandates. A significant component was the responsibility for a large private pool of capital including a corporate pension fund. In addition to the client work was research and asset selection responsibilities.

Jeff Thurston joined Selkirk in 2000. Previously he honed his his analytical skills combing remote basins for petroleum and metals deposits. However, a return to university for an MBA piqued his interest in financial markets; professional asset management seemed a logical place to land post graduation.

Early on the Thurstons recognized the absence of an information service which would be very useful to investors inclined to do their own research and asset selection. It needed to be transparent, disciplined, replicable, low cost, and web compatible.

The results are now available through VerEquitas, a division of Selkirk.


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