Alpha Bond Program
We buy and sell fixed income securities and mutual funds for our clients, with the goal of producing a high level of dividend and interest income. The goal is to be able to predict with reasonable accuracy, the monthly cashflow coming into the account.
Of course, because the value of our client's holding's fluctuate with the changing fixed income market, we attempt to design portfolios that reduce risk, while allowing for break away growth of principal.
In other words, we attempt to buy securities that allow a client to take their monthly income and interest, while the original investment is increasing in value. Naturally, this involves risk and loss of principal is possible.
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Beta Growth Program
We believe that stock market investing has changed. Today, the successful investor must be more flexible and able to move very quickly.
Our Beta Growth Program was designed to give our clients great flexibility and rapid response to market changes while requiring nothing of them but their attention.
We will help you open a custodian account that will allow you to buy securities, short securities and buy options. Then, we will actively manage your account with a goal of producing as great a total return on your assets as possible. Of course, there is risk and there is a possibility of a loss of principal. Since you will be able to monitor your "bottom line" via the internet and by communicating with your portfolio manager, these risks can be managed.
The Beta Growth Program uses stocks, exchange traded funds (ETF) and options. By trading actively, and by going long and short, we attempt to grow your assets while the stock markets are going up or down.
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