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About Trader Wealth Management LLC |
Trader Wealth Management (TWM) is an independent Registered Investment Advisor (RIA). Initially designed to help traders with their unique financial needs TWM has developed into an elite resource for successful professionals and high net worth individuals. Whether a client needs a single service or an all-encompassing plan, we have the experience and ability to handle each financial need.
We are a firm that offers comprehensive services focused on developing a personal relationship with you. This enables us to provide customized investment management and financial planning, efficient tax preparation and forward-looking retirement and estate planning that addresses your personal objectives and goals. Because we are an independent, specialized, boutique firm, we offer unbiased advice and products tailored to your unique situation and we are always available to you. |
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General Information |
| Years of Experience in Financial Services: |
8
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| Number of Years with Current Firm: |
4
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Education |
| Academic Background |
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| University of Notre Dame - Accounting |
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 65
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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The Infinite Alpha Philosophy is a philosophy created by Trader Wealth Management that seeks disciplined investment processes that are designed to grow and preserve your wealth. We focus on programs that are based on active risk management and that seek opportunities for superior returns over the long term while reducing risk in the short term. |
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