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Who we are
We are a financial advisory group that focuses on investment planning, asset management, and overall financial literacy. We strive to identify the best uses of capital to generate long and short-term returns.
Dynamics in Action
Education
Consistency doesn’t come easy. To maintain our edge on the market requires constant evolution. We share our insights with the public to provide all investors with a competitive edge in the market.
Explore educational plans
Research
Advanced statistical and modeling techniques are joined by expert technical and fundamental analysis to identify investment opportunities. We deploy these tools to act on our research in pursuit of attractive returns while maintaining low S&P 500 beta throughout volatility.
Learn about our investment approach
Companies are constantly evolving. They way they interact with other companies and the world constantly changes, and more importantly, their value. Our research keeps our knowledge bases up to date with the most recent macroeconomic situations.
Learn about our research
Our Plans
For both:
Investors
$200/quarter
For Investors: Secure your edge and long-term stability with institutional reports and in-depth stock analyses.
Personalized Recommendations: Receive tailored portfolio recommendations upon signing up.
Quarterly Updates: Stay informed with the current state of the market and find best stocks to invest in.
Educational Resources: Deepen your understanding of long-term investment strategies.
Monthly Seminars: Participate in live sessions covering market analysis and technical insights.
Investor Chat Access: Engage in insightful discussions and exchange ideas with fellow investors.
$150 monthly
For Comprehensive Coverage: Enjoy all the benefits of Investor and Trader memberships.
Plus, additional benefits like one-on-one sessions for personalized guidance.
Traders
$100 monthly
For Traders: Stay ahead and find your edge with daily updates, live alerts, and expert analysis.
Daily Updates: Get a daily plan and insights on current trading opportunities.
Live Alerts: Stay informed with real-time alerts of every trade.
Weekly Analysis: Gain perspective on recent market trends.
Educational Resources: Enhance your proficiency in short-term trading strategies.
Live Demonstrations: Learn successful short-term trading techniques through live examples.
Trader Chat Access: Join discussions on trading ideas and strategies.
LFA/RIA and Insitutional Investors
We offer direct access to our analyst team for institutions, other funds, and high-worth individuals who need a more customized approach.
plans start at $12950 per year.
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