Personal Portfolio Management - Short/Long Term

Your  Personal Portfolio Visualisation 

  • Work with a Dedicated Specialist
  • Weekly Appointments with Advisor
  • Personal Login
  • Your interface to our team of experts

  • Work with a Dedicated Specialist

  • Personal Login

  • Your interface to our team of experts

You and Your Advisor

Making the decision to work with a Financial Advisor is a vital step toward better managing your future. That is why, when it comes to their clients, our Financial Advisors have one basic goal: to help them thrive financially. Our Financial Advisors give counsel and direction for many facets of their customers' financial lives, utilizing their knowledge, experience, and resources to help them work toward their goals and ambitions.

Our advisors get to know you and your goals

Creating your Personal Portfolio

Monitoring, Analysing & Upgrading your Portfolio

Realization by you or Advisor with your own broker

Planning with a Financial Advisor

You and your Financial Advisor can sit down and discuss your most critical goals, after which you can devise an investing strategy to support them.Our revolutionary  planning method is designed to assist your Financial Advisor in keeping you on track toward a future you've selected for yourself. The best part is that our process is adaptable, allowing us to readily alter your strategy when your goals or circumstances change.In addition to speaking with  Financial Advisor, you will be able to view your plan information online to help you track your progress. You'll also have the freedom to see how specific changes in your life affect your strategy.

MEMBERSHIP PLANS

WE offer two membership plans: GOLD and SILVER. They are almost identical.

MONTHLY

Eligible only for 250$-700$ Account

25€/30$ /Month

  • PERSONAL ADVISOR
  • PORTFOLIO MANAGEMENT
  • WEEKLY APPOINTMENTS WITH ADVISOR
  • PERSONAL INVESTMENT PORTFOLIO
  • INVESTMENT SETUPS - LONGTERM AND SHORT TERM
  • STOCK RECOMMENDATIONS BY SECTOR
  • CLIENT PORTAL
  • RECURRING MEMBERSHIP
  • STOCK TRADE IDEAS - SHORT TERM

YEARLY

$800-200000$ Account

250€/280$ /Year

  • PERSONAL ADVISOR
  • Work with a dedicated specialist
  • INCLUDES ALL THE THINGS THAT ARE ON MONTHLY MEMBERSHIP
  • RECURRING MEMBERSHIP
100% No-Risk, Guaranteed Refund for 60 Days

Your goals. Our technology.

Investing in you

Before you invest a single penny with us, your advisor will take the time to get to know you.

Hearing from You

Your advisor actively listens to what you want to accomplish. After all, it's your money, your goals, and your strategy.

Creating Your Personal Portfolio

We tailor an investment mix to your needs and risk tolerance, beginning with a goal-based strategy.

Planning with Technology

You and your advisor will use sophisticated technology to analyze your plan, make adjustments as needed, and keep track of it.

Benefits from our Investment Strategies

ACTIONABLE INVESTMENT RESEARCH AND RECOMMENDATIONS FOR INDIVIDUALS & ADVISORS

You receive our Investment Advisory anytime & anywhere

  • Personal Financial Advisor
  • Your Goals our Technology
  • Targeting 12-20+% Annual Return
  • Weekly Appointments with Advisor
  • SHORT-TERM, MID-TERM, LONG-TERM INVESTING

Invest Like Stock Market Professionals

All actions that you receive via Client Portal, are intended for you as a guide to successfully participate in the most liquid financial markets.

Cuts your Research by 97%

No matter what type of investor you are looking for our services provide you with virtually everything you need to protect and grow your portfolio from the next significant market move.

Proven Investment Strategies

Get our investment strategies to identify consistent high return setups. Reduce your investment stress by taking advantage of our portfolio using position sizing and risk management signals.

Personal Investment Portfolio

  • Personalized Portfolio
  • High Diversification
  • ESG Risk Scores And Categories
  • Our Backtested Technology
  • Weekly Appointments with Advisor

Frequently Asked Questions

Here are the answers to some of the often asked questions. You couldn't find an answer to your question? Please contact us via the online chat option in the lower right corner of the screen if you have any questions.

This information is provided solely for educational and illustrative reasons and does not constitute a solicitation or offer to purchase any security or instrument or to engage in any trading strategy. Investing entails risk, including the possibility of losing money. Because each investor's situation is unique, you should consult with your financial advisor to discuss your personal investment objectives, risk tolerance, and liquidity requirements in order to develop a suitable investment strategy.

Tradex Ltd. and its subsidiaries do not offer legal or tax advice. Please consult your legal and/or tax professionals to determine how this information, as well as any anticipated tax consequences, may apply to your circumstances at the time your tax return is filed.

Asset allocation and diversification are financial strategies that can help you manage risk. They do not guarantee investment returns or remove the danger of loss, even in a down market.

Past outcomes are not a guarantee of future results.

Investment Products are:

  • Not Insured by Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Contact Us

Still unsure? Not a problem! Please give us your queries, and we will respond as quickly as possible.

Copyright © 2021 Riga, TRADEX Inc. 

Investing in financial markets carries a level of risk, including the possibility of losing all or part of your money, and is not suitable for all investors. TRADEX LTD would like to warn you that the information on this website is not guaranteed to be current or reliable. The statistics and pricing on the platform are not actually issued by any market or auction, but rather by market makers, and therefore prices may not be reliable and may vary from the real price at any particular market, implying that prices are symbolic and not suitable for selling.TRADEX LTD and any other supplier of data on this website take no responsibility for any loss or harm incurred as a result of your investing or reliance on the details on this website. Without the express prior written permission of TRADEX LTD and/or the data provider, it is forbidden to use, archive, copy, view, alter, transfer, or distribute the data stored in this website. The vendors and/or the exchange delivering the data on this website claim all intellectual property rights. The advertisers who appear on the website may pay TRADEX LTD based on your contact with the advertising or advertisers.