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Client Advisor, AFA at OM Financial Limited ( New Zealand)
I am advising HNWI on Global Markets, offering equities, fixed interest securities, foreign exchange markets as well as trading derivatives (options, warrants, installments, indexes, ETFs).
Registered investment advisor.
Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Forex, Gold, Mutual funds, Options, REITs, Retirement savings, Stocks - long, Stocks - short, Tech stocks
Global Capital Advisors
Global Capital Advisors will offer you trading strategies, constant monitoring of portfolio’s, timely recommendations for BUY/SELL, currency conversion and hedging strategies. Advisors will have an access to your account to execute the trades and help you to manage it. You will receive regular, comprehensive
investment reviews so that you can be confident your investment strategy remains focused on the delivery of successful outcomes. With our custody service taking care of the administration, you will be removed from the worry and hassle of maintaining your portfolio, leaving you and your adviser free to concentrate on the bigger picture. Should you be away from a computer at a crucial time your Global Capital Advisor will be there to step in. It takes away the stress. Global Capital Advisors Ltd utilises the trading platforms provided by Interactive Brokers (IB) an A-rated company listed on the NASDAQ and Direct Broking Limited for New Zealand trades. Interactive Brokers provides global market access to 80 market destinations worldwide, including stocks, options, futures, forex, bonds and funds worldwide. This level of market access provides you with unprecedented global trading opportunities in REAL TIME. Real time access enables quick and efficient analysis of the performance of your account portfolio and effective risk management to maximize profits and minimizes losses. Our platform: * Provides the global access at lower commissions lower financing rates * Faster executions at * Better execution prices * To more products * In more places * In more currencies than any other broker, from one integrated account, to financial professional. In addition to global market access the IB platform enables you to enjoy the benefits of a comprehensive administration service which details all transaction settlements, dividends, new issues, takeover bids, record keeping and other general portfolio maintenance tasks. We assist you to open the new account with the Interactive Brokers or Direct Broking Limited and manage your portfolio transfer from your current broker if it is required. Taking care of most of your paperwork we will organize a meeting face to face with your Advisor to complete the application. Alternatively we will send you an invitation to initiate the electronic application online. We prefer to meet you in person and complete the application. Your Adviser will continue to take a direct personal interest in your financial affairs, ensuring no opportunities are missed. To open an account with Interactive Broker or Direct Broking Ltd via Global Capital Advisors Ltd is US$5000 in cash and/or stock.
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