INVESTMENT PROCESS

1.) We sign Asset Management Agreement

After a thorough consultation on your risk tolerance, time horizon, costs, and personal expectations, we determine if the strategy is appropriate for you. If the strategy is appropriate, then we sign Asset Management Agreement.

2.) We open a Stock Brokerage Account in your name

We open the stock brokerage account in your name, which you can access at any time through the user name and password. Your funds in the account are insured up to USD 500,000 through the US SIPC agency and are completely separated from our company.

3.) We actively manage your Stock Brokerage Account

Funds in your stock brokerage account are under the active daily control of your portfolio manager, who has a discretionary right to decide on purchases and sales of securities. A limited power of attorney for trading and the most advanced securities trading technology enables us to jointly execute orders for all clients stock brokerage accounts.

INVESTMENT STRATEGIES

Optimtrader COMMODITIES

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Optimtrader PENSION

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