ASSET MANAGEMENT
We have a long track record of managing the complexities of assets.
INSTITUTIONAL MANAGEMENT
WEALTH MANAGEMENT
OUR SPECIALIZATION
OUR SERVICES
FOREX
For commercial and institutional clients, We provide a wide
range of professional services as well as access to the
world's foreign currency markets.
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Fixed Income
By providing a comprehensive range of fixed income solutions
and focused worldwide market data, we cater to the demands of
our investors.
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Stock
The short-term price changes of these equities across markets
are actively monitored by our traders, who subsequently
attempt to purchase cheap and sell high.
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OPTIONS TRADING
Options trading is when you buy or sell an underlying asset at
a pre-negotiated price by a certain future date.
Trading stock options can be complex even more so than stock
trading. When you buy a stock, you just decide how many shares
you want, and your broker fills the order at the prevailing
market price or a limit price you set. Options trading
requires an understanding of advanced strategies, and the
process for opening an options trading account includes a few
more steps than opening a typical investment account.
In 2022, the stock market has seen its share of highs and lows
amid concerns about inflation, Russia's invasion of Ukraine
and rising oil prices. When the market is volatile, options
trading often increases, says Randy Frederick, managing
director of trading and derivatives with the Schwab Center for
Financial Research.
"You can use options to speculate and to gamble, but the
reality is ... the best use of options is to protect your
downside," he says. "Options are one way to generate income
when the markets aren't going up.
According to the Options Clearing Corporation, there were 939
million options contracts traded in March 2022, up 4.5%
compared with March 2021. It was second-highest trading month
on record.
HOW TO TRADE
Investment objectives
This usually includes income, growth, capital preservation
or speculation.
Trading experience
The broker will want to know your knowledge of investing,
how long you've been trading stocks or options, how many
trades you make per year and the size of your trades.
Personal financial information
Have on hand your liquid net worth (or investments easily
sold for cash), annual income, total net worth and
employment information.
The types of options you want to trade
For instance, calls, puts or spreads. And whether they are
covered or naked. The seller or writer of options has an
obligation to deliver the underlying stock if the option is
exercised. If the writer also owns the underlying stock, the
option position is covered. If the option position is left
unprotected, it's naked.
OUR MANTRA
Max Options Trades
Welcome to Max Options Trades. We start by thoroughly comprehending
your individual circumstance, needs, and aspirations. In our
top-down investment approach, Max Options Trades Finance makes use
of this data to first identify the combination of Alternative
Funds, Fixed Income, Cash, or Other Securities that optimizes
theprobability of achieving your financial objectives. This
choice, in our opinion, will have the most long-term effect on
your returns.
From there, we focus on market segments, such as various nations
and asset market sectors, that we anticipate would perform the
best. Finally, we examine specific stocks and other instruments
and choose those we think will do the best. We think that by
taking an active, adaptable approach to portfolio management, we
can take advantage of international investment possibilities and
support your financial objectives..
OUR BUSINESS STRATEGY
We look for business teams that can design a project that will generate long-term financial returns, and this has helped us establish our reputation as a company with dependable investing knowledge and dependable profitability.
Responsible Investing
We take environmental, social, and governance (ESG) concerns
into account at every stage of the investment decision-making
process. We think that strong and effectively applied ESG
policies and practices directly contribute to the long-term
sustainability and performance of our portfolio firms. When
properly implemented, they aid in preserving and enhancing
reputation and financial performance while building stronger,
more valued businesses that can benefit all stakeholders,
including staff members, clients, suppliers, shareholders, and
the general public.
We routinely evaluate our ESG strategy to make sure it still
adheres to best practices.
Management of Professional Portfolios
From our point of view, managing a portfolio involves much more than just purchasing stocks and bonds and hope they do well. To create a portfolio suited to your long-term financial objectives, we mix a tried-and-true "top-down" investment strategy with individualized planning. Over $30 millions has been attracted to our tried-and-true strategy from institutional and individual clients worldwide.
long-term, risk-adjusted returns as the primary goal
The value of seeking solutions with improved risk/return characteristics is understood by our teams. Every stage of the investment process has this focus.
High-conviction portfolios that take risks
Our emphasis on in-house, security-level research enables us to create portfolios with a high degree of differentiation and confidence. Our risk management procedures offer helpful knowledge that enables our staff to comprehend possible outcomes.
Specialized knowledge
Our equity teams are led by seasoned business professionals, many of whom have decades of experience managing their particular strategies, who work relentlessly to put in place investment procedures that can withstand shifting market conditions.
Ever Researching
Independent, bottom-up research and analysis play an increasingly important role in the investing process in an environment characterized by uncertainty. Our organizational design promotes a research atmosphere with specialized investment teams and embedded analysts who can benefit from our extensive worldwide network.
Global connectivity
We take great pride in our culture of cooperation. Our research efforts are truly international, as seen by the way we share our findings across investment teams and asset classes through both official and informal contacts. For the benefit of our clients, we fully utilize our intellectual capital.
Exclusive research
The cornerstone of successful investment procedures is original research. We take great satisfaction in performing bottom-up, impartial research to produce original company insight.
Active Discussion
Diverse points of view are actively encouraged in our culture. Our teams may improve their investing hypotheses through open discussion, which also helps us narrow down the finest investment ideas.
Multidimensional risk management
Risk management is at the core of all we do at Max Options Trades. Starting with well defined and openly shared investing methods, formal ESG analysis with the assistance of committed specialists, and ongoing multiple levels of portfolio and operational oversight are all part of this approach. Risk-taking by our portfolio teams is intended to be in line with client expectations.
CORPORATE PLAN
40% - 45% PIPS Get Started- minimum: $50,000
- maximum: UNLIMITED
- 10% Trade Commission
- 24/7 active support
PREMIUM PLAN
30% - 35% PIPS Get Started- minimum: $10,000
- maximum: $49,999
- 10% Trade Commission
- 24/7 active support
STANDARD PLAN
20% - 25% PIPS Get Started- minimum: $1,000
- maximum: $9,999
- 10% Trade Commission
- 24/7 active support
Investment transparency
Our open investing processes explain how each investment team finds and pursues investment opportunities, along with the projected risk/return profile. One of the best ways to manage risk, in our opinion, is to strictly stick to these recommendations.
ESG integration
We are committed to investing responsibly and are supported by a global team of devoted ESG specialists whose recommendations help shape the investment process as a signatory of the UN PRI initiative, which is sponsored by the United Nations.
Robust Supervision
Our unbiased risk and quantitative analytics support portfolio risk management. With an operational risk management department that evaluates risk and a behavioral bias measurement team that collaborates with investment teams to measure behavioral biases and other risks throughout the complex.