Access to this page is restricted to current Private Clients.
Private clients are those who have a “Managed Account” with us, or are participating in a “Private Trade and Investment Program”.
For information on a “Managed Account, contact us.
Private clients are also individuals and businesses who are current consulting clients have gone through a “mentoring” process. This includes the following:
- A study of how to analyze financial markets.
- Development of a trade strategy.
- Establishment of specific tactics.
- Risk analysis.
- Trade management.
- Stop management.
- Money management.
- Development of a professional business plan.
- Capital formation.
- Control procedures.
For more information on a complete training program and access to proprietary information on analysis and specific trades, contact us.
We work very closely with our clients in developing a professional business plan for trade and investment. An in depth program of methodology development, trade tactics, planning, management and control are all covered. At the completion you will have a well thought out plan and be able to execute on that plan. These sessions can be online or in person.