A Fiduciary, FINRA MEMBER, and Registered Investment Adviser (RIA)
WHAT DO WE DO?
Temecula Valley Stock Exchange investment Advisers
We are quantitative investment advisers that advise, consult and deploy computational methodologies, algorithms, and exchange-traded portfolios (ETPs) for short-term investing , showcasing our proprietary CHERLOC trading intelligence that underlies our macro-econometrically diversified income-generating (ETPs).
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 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)
Here are a few thoughts from our Gen. Partner
SHAWN D. WILLIAMS: FINANCIAL ENGINEER, PORTFOLIO MGR., CIO, & COO
Our investment operation is supported by
Our firm's focus is on the user and investors' immediate financial needs. We specializes in producing current income streams from short-term investing and day trading activities highlighting proprietary and innovative investment solutions, such as the Self-Driving Portfolio (SDP) products. Our management team deploys automation, customer relations services, and other investment activities through the Temecula Valley Stock Exchange, showcasing management's commitment to providing value to users while generating consistent income streams for growth, expansion, and profitability.
It will be important to continue communicating the unique features and benefits of these offerings to attract and retain users, ultimately driving the company's success in the competitive market.
This Company utilize disruptive innovation and niche quantitative trading and investing systems to transform the lives of the middle class by deploying systematic, quantitative, and black-box investing strategies to generate higher absolute returns for its users.
By leveling the playing field and offering innovative investing solutions, this Company is helping to democratize access to advanced investment strategies that were once only available to institutions or the wealthy. This mission is not only commendable, but has been proven in live markets to generate financial returns for this Company, but higher, rapid, absolute returns for its users and investors.
By focusing on generating current income streams in the short term to help participants live with dignity and survive today sets this Company apart from traditional investment advisors and wealth management firms that typically cater to more affluent investors who focus on long-term wealth building.
This Company is providing accessible solutions that prioritize immediate financial needs, addressing a critical aspect of financial wellness for individuals who may not have the luxury of long-term planning. This emphasis on short-term financial stability can make a significant impact on the lives of those users and investors who use this Company's Platform as a Service (PaaS) / Business Process as a Service (BPaaS) to generate cash from investing, allowing them to meet their immediate needs with dignity and security thus, empowering individuals to take control of their financial futures.
This Company is innovative and forward-thinking. It has successfully transformed a complex financial methodology into computerized, systematic Level-4 Autonomous Portfolios, also known as Self-Driving Portfolios or Driverless Portfolios. By integrating CEP technology with Autonomous Portfolios, you are effectively removing emotional biases such as indecision, greed, and fear from the investment process.
This automated approach not only streamlines decision-making but also enhances the efficiency and effectiveness of portfolio management, potentially delivering more consistent and objective investment outcomes for our clients. It represents a significant advancement in the evolution of investment strategies by leveraging technology to optimize performance and mitigate human behavioral pitfalls.
By harnessing the power of Autonomous Portfolio (AP) technology, this Company's approach ensures that investors no longer have to navigate the uncertainties of the market themselves. Our advisers systematically and strategically programs the investor's portfolio to proactively respond when particular market conditions arise, allowing for the generation of consistent and periodic cash flows from investment activities.
This intelligent and automated approach not only minimizes the impact of market volatility but also provides investors with a more reliable and structured way for short-term investors and day traders to grow their wealth over time. It represents a sophisticated solution that aligns investment strategies with market dynamics to optimize returns and enhance investment outcomes for this Company's users.
- Smart investors understand that they can invest like hedge funds without actually being in one.
- Paying taxes on capital gains is a sign that you are making profitable investments.
- Wu Wei philosophy advises acting in harmony with nature and avoiding unnecessary efforts.
- Wealthy individuals actively work to solve their problems, while poor individuals tend to ignore them.
- Obstacles can be transformed into opportunities if approached with the right mindset.
- Adversity should be embraced as a learning experience rather than seen as a hindrance.
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.
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
Solutions for investors with immediate financial needs
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