With a focus on capital growth, our trading systems use both fundamental and technical indicators to capture mispricing opportunities in the stock market.
We actively trade all our client accounts with the intention of maximizing capital growth - we do not employ passive investing like many other firms.
Estimating the risk of loss of an algorithmic trading strategy is extremely important for long-term capital growth. We use a proprietary risk management system to try to detect high risk trades and avoid them as much as possible. Having said that, we truely believe that if there is no risk, there is no reward.
We never take custody of your money - your funds are always in your own brokerage account.
You just give us access to your brokerage account and our trading system trades stocks and bonds for you. This is important as it means you can withdraw your funds at short notice without suffering a large loss for liquidating assets.
We focus on learning about your goals and dreams because without defined goals, there is nothing to build toward. Regardless of what life stage you are in, you are likely to have some short and long term financial goals. Setting tangible and realistic goals, and tracking your progress is the key to success in achieving all of your financial goals.
This is the starting point to your journey and is the foundation upon which your wealth is built. Through the examination of your current financial situation, we can develop a firm understanding of where you are today, enabling us to help you to plan for tomorrow.
Will this money be used in 2 years or 15 years? When will you need your money? In order to choose the right investments, we need to understand how long the money can stay in the market. You should understand that volatility is a bigger risk short term than long term.
Can you handle the inherent volatility of the stock market or do you prefer the relative safety of fixed investments? Are you willing to accept more risk to potentially achieve higher returns? These are important questions that need to addressed before you start investing.