Unlimited Timing Service Inc

The firm provides discretionary portfolio management primarily for high‑net‑worth individuals and also works with trusts, estates, pension and profit‑sharing plans. Services include individualized portfolio management on the Interactive Brokers platform, at‑least‑annual portfolio reviews, and occasional estate‑settlement and account‑setup work that is billed separately under agreed terms.

The adviser draws on a mix of sources — financial newspapers, research services, and third‑party timing services — and conducts daily reviews to tailor investment decisions to each client’s risk tolerance and objectives. Portfolios are generally managed for the longer term, with a discretionary mandate that permits the adviser to implement buy/sell decisions without prior client approval while allowing clients to impose written restrictions.

What differentiates the firm from many peers is its explicit use of market‑timing inputs and daily oversight combined with a solo‑practitioner model that concentrates responsibility in the principal, a long‑standing practitioner since 1990. The principal also holds insurance licenses and may sell commissionable insurance products (a disclosed conflict), the firm relies on Interactive Brokers’ custodial and security features and an external cybersecurity consultant, and it does not offer performance‑based fee arrangements.