OPENING AN ACCOUNT WITH COGNITION CAPITAL MANAGEMENT

By providing advisory services to individually managed accounts, Cognition has the flexibility to meet your individual requirements with regard to investment objectives, liquidity, risk, and taxes.

We offer our clients a choice of two basic strategy options:

• The Large Cap Focus strategy, which is suitable for investors who do not want exposure to small cap stocks. Large Cap Focus accounts are invested in highly diversified portfolios of large cap stocks (with market caps of over $1 billion) and Exchange Traded Funds.
  
  
• The Broader Market strategy, which is suitable for investors who wish to have exposure to small cap stocks when considered appropriate. Broader Market accounts may be invested in individual stocks with market caps as low as $10 million, provided sufficient market liquidity exists to allocate shares to client accounts in economically feasible quantities.

Both strategies are primarily focused on the “value” end of the price spectrum, and both feature “event driven trading,” our active style of portfolio management which emphasizes responsiveness to breaking news, significant price changes, and other events affecting individual stocks.

Opening an account with Cognition is easy. Click the New Account Form link above. You can fill out the form online, save it to your local drive then email it to us; print it and fax it to us at 978-499-0866; print it and mail it; or call us. One of our account specialists would be happy to help you. We’ll send the required Cognition and Fidelity documents to in a pre-paid overnight mailer for you to sign and return. From there we open an account at Fidelity which to which you have immediate access. Fidelity handles the transfer of funds from your existing accounts, or enclose a check in the overnight mailer.