Investment Management

No Minimum Account Size as compare to mostly investment advisors have a $200,000 minimum

Charttrader offers traders and smaller investors a chance to experience the advantages of financial planning.  Our advisors direct investors towards using proven time tested techniques to reduce risk and enhance expected returns.  


Working with your Investment advisor we will create a personalized approach towards your investments. Looking at your age and risk tolerance finding the right asset mix will be a big step towards achieving your long term investment goals.


Options can be an effective way in increase returns, reduce risk and or increase income. Options involve risk and are not suitable for all investors. Please read Characteristics and Risks of Standardized Options at


Often overlooked, commodities can add to expected overall portfolio returns. Annual return data studied from 1970 to 2004 showed that during that 35 yr period commodities provided the highest returns.* Commodities also had a negative correlation to the other asset classes. They tend to produce relatively high returns when traditional assets performed poorly. *

Technical Analysis

We use technical analysis for timing our buys and sells with fundamental analysis as confirmation. Most importantly we emphasis asset allocation and a balanced portfolio. Please read Characteristics and Risks of Standardized Options at

Open an Account - Online Trading

When trading online with your investment advisor at Charttrader, you will receive a variety of services.  We understand that many clients require less direction than others. While we pride ourselves on offering education and guidance to the Novice Trader, we also specialize in communicating great trade ideas to experienced traders

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"We'll tailor our approach to your specific trading style"

Charttrader Inc. was founded by William Sergautis in 2007.  With 20 years experience in the investment business William has seen a lot.  Starting out as a commodities futures broker in 1981 when the Dow Jones was under 1000 he learned the power of Technical Analysis.  Afterwards he moved into stocks, bonds and financial planning working as an assistant Branch Manager for Cardinal Capital in Miami and then as the Branch Manager of the Aventura Branch of Brookstreet Securities. 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.

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