Advanz Analytics, Inc. Welcome to Advanz Please read the following risk disclosure before you proceed. The risk of loss in trading Forex contracts/lots.

Slides:



Advertisements
Similar presentations
Past Performance is not Indicative of Future Performance
Advertisements

SMB’s Options Training Program Presents:
OPTIONS TRAINING PROGRAM
OPTIONS TRAINING PROGRAM
April 2015 Charts of Interest. 2 Soaring Valuations, Stalling Momentum? Since its post-financial crisis nadir in March 2009, the S&P 500 Index has soared,
Abraham Investment Management Principles of Winning.
This presentation was prepared exclusively for the benefit and internal use of the J.P. Morgan client to whom it is directly addressed and delivered including.
Written by John Owen, Portfolio Specialist, MLC ‘Dividend income is a significant source of return for share investors and its importance is often underestimated.’
Introduction to Derivatives and Risk Management Corporate Finance Dr. A. DeMaskey.
Track Record Weyland Capital Management employs a tax-sensitive, globally-diversified investment approach.  The firm’s “all-weather” investment approach.

Saxo Bank OUTLOOK 2011 Saxo Bank’s HQ in Copenhagen June 24, 2015.
The search for income in a low interest rate world J.P. Morgan Investment Academy Series Accessible investment education from a trusted source FOR INSTITUTIONAL.
High Risk Investment Disclaimer Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. The high degree.
Portfolio Management Group 1 Building Portfolios Using Exchange Traded Funds Nancy Hartsock Financial Advisor Financial Planning Specialist Smith Barney.
SMB CAPITAL Broken Wing Butterfly
Role of the IAAM Investment Strategy Team Investment Strategist Process Conduct Capital Markets Research and Analysis Identify Asset Classes Develop Return,
Prepared by George Oviedo 320 Palisade Avenue Bogota, NJ Tel: Fax:
SMB’s Options Training Program Presents:
Welcome to ORBS Indicator Trading! (Opening Range Breakout)
Dr. Scott Brown Stock Options. Tools Of The Trade This chapter will be dedicated to talking about the free and paid services you can choose from to get.
SMB CAPITAL Broken Wing Butterfly
Industry Research Group 1 1. Fundamental differences of Commercial Banks and Investment Banks, the different job nature and how to make money.
John Locke Locke In Your Success, LLC
Corporate Overview September Hannon Armstrong Sustainable Infrastructure Capital, Inc. (the "Company") makes forward-looking statements in this.
FOR INSTITUTIONAL USE ONLY NOT FOR PUBLIC DISTRIBUTION An introduction to the capital markets J.P. Morgan Investment Academy.
Power Income Portfolio For more information call:
Russian Trading System Stock Exchange Opportunities of Derivatives market for foreign investors.
All information contained within this document is proprietary to Risk Limited Corporation. prepared by Commercial Real Estate Hedging & Risk Management.
Chapter 14 Investing in Mutual Funds Copyright © 2012 Pearson Canada Inc
Equity income: a niche asset class Neil Margolis, Portfolio Manager May 2007.
ETF Trading Strategy Bigfoot, Whiddon Wealth Management, LLC and LPL Financial are separate unaffiliated entities. Whiddon Wealth Management, LLC 2410.
Your Wealth Advisor Identify Goals, Establish Expectations Determine Investment Time Horizon and Risk Tolerance Develop Customized Wealth Management Solutions.
INVESTMENTS | BODIE, KANE, MARCUS Copyright © 2011 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin CHAPTER 19 Futures Markets.
SMB’s Options Training Program Presents:
The Fundamentals of Investing
Copyright © 2002 by The McGraw-Hill Companies, Inc. All rights reserved.
Satch Chada, Structured & Alternatives Solutions, Merrill Lynch Michael Forstl, Structured Products Consulting Group, Nuveen Investments April 16, 2008.
Dr. Scott Brown Stock Options. Stocks vs Options Options Are sensitive to: The direction of the underlying stock. The time remaining before expiration.
Hedge Fund Selection Process 2005 Canadian Annual Derivatives Conference Gary Ostoich President, Salida Capital Corp. August 19, 2005.
Arihant Financial Services Tejas Shah
YieldQuest Advisors Composite Performance YieldQuest Advisors, LLC is an SEC registered independent investment firm established in 2004 and is not affiliated.
1 TedBits.comFinancialSurvivalNetwork.com Crash Report It’s a glorious day Featuring Ty Andros from TedBits & Kerry Lutz from The Financial Survival Network.
1 TRADING COURSE – SESSION 3 © Copyright Options Trading IQ. All Rights reserved.
Chapter 15: Financial Risk Management: Concepts, Practice, & Benefits
© 2011 Q3AM. Disclosure All data is provided for informational purposes only and should not be construed as investment or tax advice. This presentation.
Suffolk County Council Securities Finance Date: 19 th January, 2009 Location: Ipswich.
For Internal Use Only / Not for Distribution to the Public Not FDIC Insured | May Lose Value | No Bank Guarantee.
More Than Meets the Eye: A Closer Look Inside Price Bars With Jean Folger & Lee Leibfarth.
Holborn Investment Portfolios Diversified. Dynamic. Robust.
PRUDENTIAL INVESTMENTS >> MUTUAL FUNDS STRATEGIES FOR INVESTORS Speaker name Title Date WHAT IS A MUTUAL FUND?
October 2012 Admission of professional participants – non-credit institutions to trading on the Moscow Exchange FX market.
Entrepreneurial Strategies. A Major Shift... From financial capital to intellectual capital – Human – Structural – Customer.
Baranalyzer.com. Lee Leibfarth is a trader, author and developer for PowerZone Trading, a company that he cofounded in 2004 to provide services to active.
Backtest Results Ryan Simmen March, 2017.
Period Ending 3/31/03 Total Assets $2,480,561
Chapter 15 Commodities and Financial Futures.
Under-rated assets in an over-priced world
TRADING COURSE – SESSION 7
TRADING COURSE – SESSION 4
Tradex RESP -Registered Education Savings Plans
Timeline of Major Political and Economic Events
Facing Retirement Risks
Cambria Armor Dividend Strategy Cambria Armor Growth Strategy
TRADING COURSE – SESSION 2
IRON CONDOR – TRADE EXAMPLES
TRADING COURSE – SESSION 3
Fairtree Overview.
Core Portfolio Series KEY PORTFOLIO ATTRIBUTES INVESTMENT APPROACH
Presentation transcript:

Advanz Analytics, Inc. Welcome to Advanz Please read the following risk disclosure before you proceed. The risk of loss in trading Forex contracts/lots can be substantial. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. You may sustain a total loss of the initial margin funds and any additional funds that you deposit with your broker to establish or maintain a position in the commodity futures market.

The Advanz Companies LLC 7301 SW 57 th Court, Suite 525, Miami, FL Telephone: Fax Advanz Analytics, Inc. is a one-stop financial boutique specializing in trading strategy and software development for the investment community since It is our opinion that market challenges are more numerous and complex than ever before, causing demands on investors to grow rapidly. Today, investment opportunities are progressively more global in nature. Investment success is increasingly measured in aggregate terms, not only by pure returns, but also by their contribution to overall portfolio performance. Advanz Analytics is designed to help individual and institutional clients meet these challenges.

Advanz Analytics, Inc. We are a global organization committed to performance, innovation and service. Both individual and institutional investors can count on Advanz Analytics to deliver more than a wide range of skills and resources. We deliver solutions. This is the next generation of asset management. We invite you to be part of it.

Advanz Analytics, Inc. The GnosQ Portfolio Manager Joe Garcia-Rios, co founder and President of Advanz Analytics is also the Chief Portfolio Manager of the GnosQ FX Portfolio Management Program. He is a 20 year veteran who has worked for some of the biggest names on Wall Street including Prudential Securities, CitiBank and Smith Barney. While at Prudential Securities he was a portfolio manager for the Quantum Portfolio Management program. A successful investment management program that utilized highly disciplined quantitative models incorporating extensive fundamental, technical and statistical analysis. Garcia-Rios has received several industry awards and recognition from large financial institutions including Franklin Templeton Group and Oppenhiemer Funds. While at Smith Barney he excelled as a qualifying member of the Blue Chip Council. He is regarded as a leader and pioneer in trading strategy development as well as a speaker on the topic of electronic trading.

Advanz Analytics, Inc. Advanz Solutions for Algorithmic Automated Trade Execution & Management Software Advanz Auto4x enables us to trade numerous quantitative models and unique strategies via API, fast and efficient computer to computer trade execution and position management. Advanz Auto4x enables us to trade numerous quantitative models and unique strategies via API, fast and efficient computer to computer trade execution and position management. Our proprietary software, is powerful, flexible, and accurate to meet the needs of complex institutional trading departments.Our proprietary software, is powerful, flexible, and accurate to meet the needs of complex institutional trading departments. and Quantitative Trading

Advanz Analytics, Inc. The GnosQ FX Portfolio Managed Account Program The GnosQ FX program is a unique and innovative foreign currency managed account program. It is comprised of two of our proprietary trading models combined with our quantitative research analysis. The GnosLevels, the GnosTICK systems and our quantitative analysis approach are at the core of the GnosQ program. GnosQ provides you with the quality of professional management previously reserved for high net-worth individuals and institutions. Each GnosQ managed account receives the individual supervision necessary to achieve future growth, relieving you from day-to-day investment concerns.

Advanz Analytics, Inc. The GnosQ Approach The central theme of the GnosQ approach is that history reveals enduring patterns of price behavior, which can be unlocked by statistical techniques; that risk of loss is closely related to volatility, which is related to return; and that management of risk, return, covariance and time frames can be usefully predictable. An important key to achieving GnosQ’s objectives is Advanz Analytics innovative technologies, which incorporates our proprietary quantitative valuation model with our premier trading strategies, the GnosLevels and the GnosTICK algorithmic systems.

Advanz Analytics, Inc. Risk Disclosure PAST RESULTS ARE HYPOTHETICAL. THE STRATEGIES HAVE BEEN BACK TESTED USING TRADE STATION. HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN INHERENT LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT ACTUALLY BEEN EXECUTED, THE RESULTS MAY HAVE UNDER- OR OVER- COMPENSATED OR THE IMPACT, IF ANY, FOR CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. FUTURES, OPTIONS, FOREX, AND STOCK TRADING INVOLVE RISK AND IS NOT FOR ALL INVESTORS. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. NOTHING CONTAINED HEREIN SHALL BE CONSTRUED AS AN OFFER TO BUY, SELL, OR HOLD AND SECURITIES, FUTURES CONTRACTS, AND CASH FOREIGN EXCHANGE CURRENCIES. THIS IS INTENDED FOR INFORMATIONAL AND EDUCATIONAL PURPOSES ONLY. TRADING INVOLVES RISK AND SHOULD BE PURSUED WITH RISK CAPITAL ONLY.

Advanz Analytics, Inc. Risk Disclosure THE RISK OF LOSS IN FOREX TRADING CAN BE SUBSTANTIAL. YOU SHOULD THEREFORE CAREFULLY CONSIDER WHETHER SUCH TRADING IS SUITABLE FOR YOU IN LIGHT OF YOUR FINANCIAL CONDITION. IN CONSIDERING WHETHER TO TRADE OR TO AUTHORIZE SOMEONE ELSE TO TRADE FOR YOU, YOU SHOULD ALSO BE AWARE OF THE FOLLOWING: FOREX TRANSACTIONS ARE NOT TRADED ON AN EXCHANGE, AND THOSE FUNDS DEPOSITED WITH THE COUNTERPARTY FOR FOREX TRANSACTIONS MAY NOT RECEIVE THE SAME PROTECTIONS AS FUNDS USED TO MARGIN OR GUARANTEE EXCHANGE-TRADED FUTURES AND OPTIONS CONTRACTS. IF THE COUNTERPARTY BECOMES INSOLVENT AND YOU HAVE A CLAIM FOR AMOUNTS DEPOSITED OR PROFITS EARNED ON TRANSACTIONS WITH THE COUNTERPARTY, YOUR CLAIM MAY NOT RECEIVE A PRIORITY. WITHOUT A PRIORITY, YOU ARE A GENERAL CREDITOR AND YOUR CLAIM WILL BE PAID, ALONG WITH THE CLAIMS OF OTHER GENERAL CREDITORS, FROM ANY MONIES STILL AVAILABLE AFTER PRIORITY CLAIMS ARE PAID. CONTINUED ON THE NEXT SLIDE

Advanz Analytics, Inc. Risk Disclosure Continued EVEN CUSTOMER FUNDS THAT THE COUNTERPARTY KEEPS SEPARATE FROM ITS OWN OPERATING FUNDS MAY NOT BE SAFE FROM THE CLAIMS OF OTHER GENERAL AND PRIORITY CREDITORS. THE HIGH DEGREE OF LEVERAGE THAT IS OFTEN OBTAINABLE IN FOREX TRADING CAN WORK AGAINST YOU AS WELL AS FOR YOU. THE USE OF LEVERAGE CAN LEAD TO LARGE LOSSES AS WELL AS GAINS. MANAGED ACCOUNTS MAY BE SUBJECT TO SUBSTANTIAL CHARGES FOR MANAGEMENT AND ADVISORY FEES AND THE ACCOUNT MAY NEED TO MAKE SUBSTANTIAL TRADING PROFITS TO AVOID DEPLETING OR EXHAUSTING ITS ASSETS. THIS DISCLOSURE DOCUMENT CONTAINS A COMPLETE DESCRIPTION OF EACH FEE TO BE CHARGED TO YOUR ACCOUNT BY THE ACCOUNT MANAGER. THIS BRIEF STATEMENT CANNOT DISCLOSE ALL THE RISKS AND SIGNIFICANT ASPECTS OF THE FOREX MARKETS. THEREFORE, YOU SHOULD CAREFULLY REVIEW THIS DISCLOSURE DOCUMENT BEFORE YOU TRADE, INCLUDING THE DESCRIPTION OF THE PRINCIPAL RISK FACTORS OF THIS INVESTMENT. NATIONAL FUTURES ASSOCIATION HAS NEITHER PASSED UPON THE MERITS OF PARTICIPATING IN THIS TRADING PROGRAM NOR THE ADEQUACY OR ACCURACY OF THIS DISCLOSURE DOCUMENT.

Advanz Analytics, Inc. General Information General Information New Accounts New Accounts Technical Support Technical Support Customer Service Customer Service Contact Information Advanz Analytics, Inc SW 57 Court Suite 525 Miami, FL Phone# Fax#