Private clients are individuals or companies who have employed our consulting services on an on-going basis. Analysis, advice, strategy and investment planning are provided to private clients. Additionally, we provide services that enable our clients to learn how to manage their own money, or in the case of companies, to manage their own pension and profit sharing plans.
Private clients typically work with us in online sessions and at times will visit us or we will make a trip to their location to provide sessions covering significant information related to trading and investing. Most of our clients have moved on to eventually taking full control of their own investment management.
In addition, those clients who have proved to be an “accredited investor” and have invested in one of our managed accounts, have access to specific trade and investment strategies we develop and can see each tactical move we make in various instruments traded.
Clients can login at any time to see specific trades and can following by duplicating trades in their own account, or can receive email alerts to specific trades.
Contact us for a specific discussion on how we can design our consulting services to fit your personal needs or the needs of your firm.