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Advanced Math Investing: Wealth Management

Wealth Management Investing
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Our investment strategies

  • 1 We invest in undervalued securities using our proprietary evaluating algorithms.
  • 2 We reduce security holdings & take profits when our market direction algorithms give us a sell signal. We do not buy and hold forever investors.
  • 3 With additional authorization and a 1-year minimum client account, we employ conservative hedging strategies by writing options.
  • 4 With additional authorization and a 1-year minimum client account, we may speculate by buying options as a hedge against market moves or for high-risk tolerant clients to boost their returns.
  • 5 With low-risk tolerant clients, we diversify into corporate bonds and will offer some large bank interest-paying derivatives that are offered to Advanced Math Investing. Periodically
  • 6 We do not buy or sell: insurance annuities, life insurance policies, mortgages, or mortgage-backed securities.