HNW / PROFESSIONAL / FAMILY OFFICE CLIENTS
Besides the blog-based service, I also offer GT ONE-ON-ONE where I work with all client categories one-on-one in their trading/investing/training. Focus depends on what the client needs and wants.
Mentorship program trading/investing with personalized plan
- learning to trade/improving trading skills (swing/position trading)
- learning technical analysis plus cycles analysis
- 8 module program
Help with portfolio construction/review
- based on your personality, strategy and risk level; if you do not have a strategy, we will build one
- e.g. market talk, strategy, sounding board, coaching, own charting, specific trades
- tailored analysis
- operational excellence, strategy & business transformation (extensive background as consultant/advisor helping high profile clients in 14 industries)
Client category examples are HNW, mutual fund, investment/fund manager, investment groups, family office, bullion dealer, corporate treasury, commodity desk.
My fee is a retainer fee for a certain period.
If interested in GT ONE-ON-ONE, just send me an email and then we can schedule a first talk.