Our strategies are translated into trading signals we offer to a select group of clients who aspire to diversify their investments and reduce their exposure to risk.
We look for top quality research and trading signals which we then pass on to clients. This, in effect, makes it a passive investment.
Our clients use these signals to enhance their own trading - or they can issue a “Standing Order” whereby they instruct their broker to follow all the signals that relate to a particular strategy.
We do not offer any pooled funds or handle clients' capital. Rather, we use Interactive Brokers where you set up an account in your own name and deposit funds directly. We then have the ability to place trades on your behalf, in accordance with the signals for each given strategy and in line with your instructions. This is a very transparent method of investing for our clients.
There are a number of strategies that target specific sectors and with risk profiles that range from highly conservative Blue Chip or dividend-oriented shares to more volatile, high-potential strategies. There are no highly leveraged or financially engineered products here, just quality shares on major western stock markets, identified by in house researchers and traders with decades of collective experience. You get 24-hour online access to your account to see what is going on and you can instruct us to switch strategies at no charge or suspend or cease trading at any time.
Unlike managed funds, we do not charge any management or administration fees. The only fee is a trading fee of 0.15% which is very competitive compared to other brokers.
With a minimum investment of $10,000 NZD for US based strategies and $20,000 NZD for Australasian based strategies you too can be part of our strategy service. You can get started with opening a free account today in only 20 minutes.