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 give our investors 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?
Investing & day-trading reimagined using Exchange-Traded Portfolios (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
At Temecula Valley Stock Exchange, we leverage quantitative analysis and advanced AI technologies to identify temporary stock price inefficiencies caused by corporate activity, economic trends and global geo-political events . By focusing on short-term trends, we capitalize on the momentum effects observed in statistically significant return patterns, allowing us to construct portfolios that can exploit these transient fluctuations before the market corrects itself.
Our innovative investment vehicles, such as "Day Trading Reimagined" and "Exchange-Traded Portfolios," empower our retail investors with tools traditionally available only to institutional players. Our advisers deploy these products to navigate the complexities of the stock market and achieve desired returns with reduced risk.
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?
Historically, investing has been extremely successful. Humans, unfortunately, are illogical creatures. Decisions are impacted by cognitive biases without quantitative, data-driven market knowledge, resulting in avoidable losses. Even if investors are cautious, humans lack the ability to evaluate massive amounts of data required to make sound investing decisions. To avoid such traps, our firm offers investment advice and active portfolio management services to all investors with no minimums. Our team of advisers uses sophisticated financial models supported by trading intelligence and technology, whereas retail investors do not have access to such tools and frequently fall behind the market and suffer massive losses or excessive advisory fees over time.
Here at Temecula Valley Stock Exchange, we find short-term investing is superior, builds greater cash flows, and is less volatile when compared to traditional long-term investing when using our innovative Exchange-Traded Portfolios that are actively managed 100% by our investment advisers.
Our investing application's ultimate purpose is to provide retail investors with investment tools and support that employ AI and machine learning to mitigate and navigate the stock markets to obtain optimal desired expected returns. The goal of this firm is to make cutting-edge AI, machine learning technology, and trading intelligence more accessible to retail investors to enhance portfolio returns.
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 utilize a wide range of tools and techniques to make informed investment decisions. Rather than relying on news, I rely on probability theory, regression modeling, hypothesis testing, forecasting, and various other quantitative methods.
By analyzing data and utilizing portfolio optimization strategies, I aim to maximize returns and manage your investments effectively.
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Investment Adviser Public Disclosure
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