Wealth Management Investing Simple. Tell us your objective
Our investment strategies
1We invest in undervalued securities using our proprietary evaluating algorithms.
2We reduce security holdings & take profits when our market direction algorithms give us a sell signal. We do not buy and hold forever investors.
3With additional authorization and a 1-year minimum client account, we employ conservative hedging strategies by writing options.
4With 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.
5With 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
6We do not buy or sell: insurance annuities, life insurance policies, mortgages, or mortgage-backed securities.