A Fiduciary and Registered Investment Advisor
WHAT DO WE DO?
Featuring short-term income-generating portfolios
We are a specialized team of advisers, proprietary algorithms, and AI agents focused on delivering income through short-term investment portfolios specifically designed to achieve two key objectives: rapid asset growth and maximizing return on invested capital within a timeframe of months rather than decades.
WHY HIRE US?
Five benefits short-term investing can offer you
- Flexibility to quickly adapt to changing market conditions
- Liquidity provides investors with access to their funds as needed
- Rapidly rebalance portfolios to mitigate risk
- Active managers closely monitor the market to capitalize on market opportunities
- Our solutions cater to varying investment experiences
What can our investors look forward to?
Our short-term income generation strategy combines asset growth, dividends, and capital appreciation, with compounding occurring multiple times annually, thereby providing investors with a potential income stream to augment both retirement funds and earned income from employment.
we have access to markets around the world
Global Market Access: 150 Markets 33 Countries 27 Currencies
Global Market Access: 150 Markets 33 Countries 27 Currencies
Global Market Access: 150 Markets 33 Countries 27 Currencies
We facilitate trading stocks, options, futures, currencies, bonds, funds, crypto and more on 150 global markets from a single unified platform.
IB SmartRoutingSM helps support best price execution
Global Market Access: 150 Markets 33 Countries 27 Currencies
Global Market Access: 150 Markets 33 Countries 27 Currencies
SmartRouting continuously evaluates changing market conditions and dynamically re-routes all or part of your order, seeking immediate electronic execution.
Electronic Communication Networks (ECNs)
Global Market Access: 150 Markets 33 Countries 27 Currencies
Our exchange is a virtual marketplace and community for retail traders
TVSE's electronic communication network (ECN) is a digital system that matches buyers and sellers looking to trade securities in financial markets.
Our exchange is a virtual marketplace and community for retail traders
Accounts are protected by the Securities Investor Protection Corporation ("SIPC")
Our exchange is a virtual marketplace and community for retail traders
Invest in a diverse selection of stocks and build your portfolio with our advanced trading tools. Our experienced brokers will guide you every step of the way.
We facilitate investors with opening an online brokerage account
Accounts are protected by the Securities Investor Protection Corporation ("SIPC")
Accounts are protected by the Securities Investor Protection Corporation ("SIPC")
Brokerage accounts help our clients execute their transactions, monitor their investments and the markets, and more.
Accounts are protected by the Securities Investor Protection Corporation ("SIPC")
Accounts are protected by the Securities Investor Protection Corporation ("SIPC")
Accounts are protected by the Securities Investor Protection Corporation ("SIPC")
Customer securities accounts are protected by the Securities Investor Protection Corporation ("SIPC") or a maximum coverage of $500,000 (with a cash sub-limit of $250,000).
Who do we want to work for?
DAY-TRADERS
Investment Advisors, Hedge Funds, Institutions
ACTIVE & PASSIVE INVESTORS
Suitable for traders seeking periodic returns utilizing short holding periods of 1 - 30 days.
ACTIVE & PASSIVE INVESTORS
Investment Advisors, Hedge Funds, Institutions
ACTIVE & PASSIVE INVESTORS
Suitable for investors seeking actively managed portfolios to build capital for future projects in 6-9 months.
Investment Advisors, Hedge Funds, Institutions
Investment Advisors, Hedge Funds, Institutions
Investment Advisors, Hedge Funds, Institutions
Ideal for investors seeking return-on-invested capital (ROIC) within 9-12 months.
What's the Cost of hiring us?
Investing reimagined using our short-term investing allocation
Advice is $0. Becoming a client includes a flat fee of $59.99 per year. + 0 .045% per mo. (paid monthly) and based on your average assets under management = (AUM)
Technical Analysis
FOLLOWING THE TRENDS OR NOT SURE WHEN TO GET IN
(limitations apply)
Fundamental Analysis
KNOW WHAT TO BUY OR NOT TO BUY
(limitations apply)
Portfolio Optimization
STAYING ON TRACK OR IMPLEMENT A NEW STRATEGY
(limitations apply)
Advice is $0. Becoming a client includes a flat fee of $59.99 per year. + 0 .045% per mo. (paid monthly) and based on your average assets under management = (AUM)
Investment Philosophy
Our investment operation is supported by
Investing reimaged using short-term investment portfolios
As our firm's CIO and financial engineer, I wholeheartedly support our perspective on prioritizing investment strategies that leverage nowcasting over forecasting. Short-term investment portfolios are strategically engineered for short-range predictions, which exhibit greater statistical reliability and can significantly enhance decision-making in the rapidly evolving investment landscape. By focusing on real-time data and current trends, we can create adaptive (ETPs) - Exchange-Traded Portfolios that respond more effectively to market dynamics, ultimately leading to improved outcomes. Emphasizing nowcasting allows our advisors to capitalize on immediate opportunities while reducing the inherent uncertainties associated with long-term forecasts. This firm's insights represent a timely shift in investment strategy thinking, and I believe that over time will resonate well within the investment community.
At the core of our short-term Investments business model lies a commitment to precision, agility, and informed decision-making. We believe that in today's fast-paced market, the ability to swiftly identify and capitalize on short-term trading opportunities is paramount.
Our investment philosophy is driven by data analytics, cutting-edge FinTech, and cloud-based technologies that empower our advisors with real-time insights and democratize access to high-performance investment solutions.
By combining quantitative analysis with dynamic market trends, we construct meticulously researched strategies that adapt swiftly to changing conditions. We prioritize risk management and diversification, ensuring that each investment is aligned with our clients' financial goals.
Through transparency and continuous communication, we engage and educate our clients, fostering a collaborative approach to wealth enhancement. Ultimately, our philosophy is about harnessing the power of technology to create a more responsive, accessible, and rewarding investment experience for the middle class.
It's important to note that after we establish your portfolio and let it enter the market, it typically takes about 2 to 3 months for it to build sufficient equity to start generating periodic interest income. While we’re putting our best efforts into this with comprehensive planning, analysis, and risk management, it’s wise to remember that outcomes for 2025, 2026, and 2027 may not mirror the 2024 performance illustrations.
SHAWN D. WILLIAMS, R.A.C.
Portfolio Manager, Financial Engineer, General Partner
CIO, CTO, COO, and SDSU Aztec
Welcome to the future of short-term investing at the Temecula Valley Stock Exchange, where short-term investing is not just transformed—it’s revolutionized! Say goodbye to the stress of traditional risky strategies and hello to our innovative short-term investment portfolios that are changing the game!
Thank you for visiting our front store. I encourage you to try our SHORT-TERM investing solutions free for 30 days.
"Empowering Futures, Bridging the Wealth Divide."
Brokercheck before you invest
Registered FINRA member
FIND FIRM ADV PART 2 FORM BROCHURE HERE
Investment Adviser Public Disclosure
LEARN ABOUT INVESTMENT ADVISERS AND BUSINESS OPERATIONS HERE
Featuring short-term income generating portfolios
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