Experience has shown that identifying opportunities using charts can be extremely effective. Results are enhanced when potential trading opportunities are confirmed through solid fundamental analysis. Adding proper balance and diversification to a long term strategy offers the highest probability of success.
Charttrader was founded by William Sergautis in Miami Florida in 2007. His 20+ years experience in the investment business started as a commodities futures broker in 1981. He learned the power of Technical Analysis trading commodities but soon moved into stocks, bonds and financial planning. As the assistant manager for Cardinal Capital and as Branch Manager of Brookstreet Securities in Aventura, William has seen thousands of accounts traded under various market conditions. He opened his advisory business with traders in mind. Emphasis on technical analysis; clients are guided into sophisticated strategies with diversification and balance always on the top his list of priorities.
Even the most experienced investors can benefit from the help of an experienced investment advisor.
Can I do it on my own?
The question is, do you need professional help in order to design and stick to an effective financial plan? To some degree, this depends on your unique situation, but most will find that they are better off seeking the information, expertise, experience, and discipline provided by a financial advisor
While the Internet's easy access to information has helped to make it feasible for individuals to independently manage their finances, the magnitude of investment skills and information that you need can be overwhelming. The financial world is filled with foreign concepts, esoteric language, legal rules, and difficult methodologies. Whether you want to develop a portfolio, plan for retirement, pay for college, or reach any other major financial goal, there are professionals who have spent their careers serving people with the same concern, and it is a good idea to take advantage of their experience.
What will I get from a financial advisor?
Professional financial help goes far beyond picking stocks. When you hire an advisor you are armed with expertise and resources which you otherwise would not have. This coaching and support can help you to smoothly endure and make the most of the circumstances in your life - career, marriage, children, assets, liabilities, etc.
Specifically, financial professionals can help to:
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