For an Investment Service Consultation
We select fundamentally strong companies to give your portfolio a better chance to grow and face adverse market conditions.
We screen leading companies to build your portfolio and also use technical analysis for position entries and exits.
Our personally back-tested, long-term strategy provides better insight into what to expect with portfolio's performance and volatility. This has helped us out-perform the market in the past, but this is never guaranteed in the future.
We invest in fundamentally strong companies that exhibit quantitatively higher competitive advantage
Evaluated annualized real returns of multiple asset classes that clearly demonstrates stock equities for the broad market over long-term have always seen equity value growing
Sam earned his MBA degree from Duke University, with a focus in finance, and earned his Masters in Computer Science from UNCC Charlotte. With a heavy passion for financial markets and analytical skills, he began investing and trading personally across stocks, options, and futures, over the course of many years.
During the last 3 years, he has researched, analyzed, and evaluated various investment and trading strategies full-time. He also has over 25 years of experience in technology, finance, product management, and general management.
Please fill the form to get a consultation. After processing the data, a personal manager will contact you.