A Fiduciary, FINRA MEMBER, and Registered Investment Adviser (RIA)
WHAT DO WE DO?
Temecula Valley Stock Exchange investment Advisers
We are investment advisers who won't let a tight budget hold you back from the exciting world of investing with just a few dollars. We will kickstart your journey through the magic of compound interest using our groundbreaking "CHERLOC" trading system, which will turn those small investment dollars into real returns.
WHY HIRE US?
Here are 7 quick facts as to why we're different
- Accounts are managed 100% by advisers
- No account minimums
- We support day trading strategies
- Free access to human advisers
- Earn 4.86% interest on un-invested cash (limits apply)
- We're committed to the best execution price for your holdings
- We offer mobile apps for easy withdrawls/deposits
What can our investors look forward to?
We focus on generating ROI (return-on-invested capital) for income generation through a combination of asset appreciation and growth while compounding daily/weekly/monthly (ROI) interest and dividend income through our proprietary, risk-less (ETPs) investment vehicles.
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?
Employees, retirees, failed or blown-out day traders.
digital workers, freelance, part-timers, trust-fund recipients, lottery winners, alimony recipients
Employees, retirees, failed or blown-out day traders.
Want to learn how to generate an additional income stream?.
Small businesses, athletes, entertainers
digital workers, freelance, part-timers, trust-fund recipients, lottery winners, alimony recipients
Employees, retirees, failed or blown-out day traders.
Do you need to generate working capital to finance future growth?
digital workers, freelance, part-timers, trust-fund recipients, lottery winners, alimony recipients
digital workers, freelance, part-timers, trust-fund recipients, lottery winners, alimony recipients
digital workers, freelance, part-timers, trust-fund recipients, lottery winners, alimony recipients
Are you an individual with inconsistent earnings or work?
What's the Cost of hiring us?
trading & INVESTING reimagined using our Exchange-Traded Portfolio (ETP)
Advice is $0. Joining the exchange includes a flat fee of $59.99 per yr. + 0 .025% per yr. (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. Joining the exchange includes a flat fee of $59.99 per yr. + 0 .025% per yr. (paid monthly) and based on your average assets under management = (AUM)
Investment Philosophy
Our investment operation is supported by
Everyone wants to be rich with low effort and great advantages. Similarly, we want to look into our future and see great wealth, income, and market returns without the associated risks.
The stock market is where investing and stock trading can provide these future aims of life with the right approach. Now the question is how to get these advantages from the stock market? Or what are the steps, methods, and techniques available to achieve the expected stock market returns with as little risk as possible?
We leverage a systematic, quantitative investment framework characterized by the precision of our "CHERLOC" trading intelligent systems and our proprietary "Exchange-Traded Portfolio (ETP)" engineered to support our short-term tactical investing & trading allocations across US equities, options, foreign exchange, and futures markets. Our methodology emphasizes the generation of alpha through rigorous data synthesis, risk management and algorithmically-driven execution strategies, targeting the maximization of risk-adjusted returns and the compounding of net asset value while capitalizing on market inefficiencies to generate income from investing activity in months, not decades.
Here at Temecula Valley Stock Exchange, we find short-term investing is superior, builds greater cash flows, affordable and riskless when compared to traditional long-term investing when using our innovative Exchange-Traded Portfolios that are actively managed 100% by our investment advisers.
Past performance is no guarantee of future results. Estimates of future performance are
based on assumptions that may not be realized.
Shawn D. Williams, R.A.C.
General Partner, Financial Engineer, Portfolio Manager,
CIO, CTO, COO, SDSU Aztec.
Thank you for visiting the front store of TVSE. I hope you join our stock exchange.
I leverage advanced quantitative methods, including probability theory, regression modeling, and portfolio optimization, to make data-driven investment decisions and maximize returns.
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
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