Trader Wealth Management

Investment Management

The Infinite Alpha Philosophy is an investment process developed by Trader Wealth Management and based on active risk management. It is designed to grow and preserve your wealth with disciplined strategies that seek opportunities for superior returns over the long term while reducing risk in the short term. In addition to risk management, the Philosophy adds value through manager and security selection, strategic and tactical asset allocation and effective tax management. We aim to capture most of the upside of the bull markets, while preserving your gains in bear markets.

Financial Planning

Trader Wealth Management is dedicated to helping clients achieve their own definition of prosperity. Our planning process sets out on a course of discovery to help traders develop a clear sense of purpose and meaningful, achievable goals. Once defined, we guide you through the complex financial and emotional decisions that help you achieve your goals.

Tax Planning & Services

Trader Wealth Management has the knowledge and experience to navigate through this complicated area of the trader tax code. Through the years, we have dealt with a broad range of trader-tax questions and provided solutions to the toughest of situations. our tax knowledge is essential in making decisions regarding your portfolio and in constructing your personal financial plans.