21CA
Technical Analysis with a Fundamental Overlay
Are you a financial advisor who wants to include timely and winning client portfolios?
Looking to outsource your portfolio decision-making?
21st Century’s market knowledge is here to help you improve the investment results your clients deserve.
Enjoy the current installment of our “Weekly Portfolio Tips” – with top suggestions of where your clients should be invested today.
Outsourced portfolio management
Actively managed portfolios
Multiple trades each month
Conservative, Moderate, and Growth Strategies
Separate tracks for tax advantaged accounts
Technical Trading - The Strategy Behind Portfolio
We take a totally different approach to the markets from everybody else. First we depend on technical indicators, and only then match the results to real world facts. We come close to seeing a two thirds success rate with the items chosen.
Portfolios are traded several times a month through the Schwab Institutional trading system. This can be done by yourself by our trading team very quickly.
Our system proves to clients that there is someone manning the ship! Full disclosure: When markets go down, we trend down as well, but not nearly as badly as indices or unmanaged portfolios.
The Technical Trading System (TTS) can be implemented by advisors like yourself to complement and diversify your current strategies. If you are managing more than one account for the same client, use TTS for one of the accounts so that you are diversifying strategies for the client and giving them more opportunities to win.
Simplifying Portfolio Management
21CA, as a sub-advisor at Schwab Institutional, knows how to make the system work efficiently and quickly for you. You can do it yourself or hand over management to our team.
Best of all, no new software, procedure, or training are needed.
Let’s set up a brief 15 minute call,
with no obligation, to answer any questions and concerns you may have.
I think you will be thoroughly impressed.
Click here to schedule a call.
CALENDLY BUTTON
Your business. Our support.
The perfect balance for success.
Text from Emails on letting them focus on client biz dev.
TEAM
Mark Short Bio
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Adam Short Bio
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Avi Short Bio
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Weekly Tips
Click Here to receive…LINK TO SUBSCRIBE dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.