Protected Index Program FAQs


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Does the money stay in my account? How do you decide what indexes to buy? What degree of protection will my account have and who decides what put-strikes to buy? What are the management fees? Who will manage my account? Will I be able to keep track of my account? What is the minimum amount to open a PIP account? Can the PIP be used in IRAs? What amount of total risk is typical in a PIP account? What is the track record of this program? How does this program perform compared to the overall market? Where can I learn more about the PIP?

Still Have Questions? Contact Tom Haugh toll free at 800.821.4968.

Does the money stay in my account?
As a PTI Securities & Futures client, yes, the money remains in your account.

How do you decide what indexes to buy?
After consultation with the client, a mutual decision will be reached to determine which indexes to buy.

What degree of protection will my account have and who decides what put-strikes to buy?
After consultation with the client, a decision will be reached to determine the degree of protection desired as well as the appropriate put strike to buy.

What are the management fees?
There are no management fees or inactivity fees for accounts held at PTI Securities & Futures, just the standard trading commission fees apply.

Who will manage my account?
Either Tom Haugh or Dan Haugh will be managing your account.

Will I be able to keep track of my own account?
Yes, you will be able to access your account online through PTI's e-View system.
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What is the minimum amount to open a PIP account?
The suggested account minimum is $75,000.

Can the PIP be used in my IRA?
As long as you have an IRA account that allows protected puts and covered calls. IRA accounts at PTI Securities & Futures (utilizing the Delaware Charter Agreement) may elect to utilize this management program.

What amount of total risk is typical in a PIP account?
The amount of initial risk (customized to the needs of the individual client) is typically in the 8-12% range.

What is the track record of this program?
See the PIP page chart.

How does this program perform compared to the overall market?
See the PIP performance.

Where can I learn more about the PIP?
See the PIP page at http://www.PTISecurities.com/PIP.htm


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