|
Client Services
Overview of Services Provided
RadRoch, Inc. is a registered investment advisor that provides a series of portfolios and corresponding trade recommendations. The portfolios’ characteristics vary in degree of risk, holding times, and types of equities, funds, or other investment types. RadRoch, Inc. has developed the CullTrade™ system to assist in analysis of markets and specific stock trade candidates.
RadRoch’s advisory service was developed for active traders (with moderate to advanced trading experience) looking for portfolio investing based on technical analysis. RadRoch supplies sample hypothetical portfolios and buy-sell recommendations within these portfolios that clients can follow or adopt at their discretion. A RadRoch investment advisor will initially evaluate your financial status, experience, and risk tolerance. Afterwards, a Sample Trading Plan will be presented that contains suggestions regarding initial allocation and portfolio distribution. The client is solely responsible for scrutinizing any recommendations made by RadRoch before carefully integrating any recommendations into their personal financial plan according to advice and goals created by the client and their financial planning professionals.
RadRoch provides a spectrum of portfolios for various trader profiles:
|
Portfolio |
Portfolio Type |
|
Portfolio #1 |
Commodity Futures |
|
Portfolio #2 |
Stocks |
|
Portfolio #3 |
Mutual Funds - Rydex Funds |
(Most recommendations contain stop-loss orders in an attempt to minimize risk.)
For a more extensive overview of the portfolios, go to Porfolios Overview page.
Our Philosophy
Our philosophy on investing in the equity and derivative markets is technically driven. We believe an investor can capitalize by entering and exiting the markets in anticipation of a repetition of past market and equity price patterns. We believe that consistent entry and exit rules with active risk management will result in successful portfolio growth.
Predominantly, our exit strategies are goal driven with profits taken at predetermined levels. Most trades usually contain a short-term profit-taking goal for part of a position and stops are tightened for the remainder of the position. The remainder of the position is monitored until the second profit point is achieved or a technical weakness is perceived and profit-taking seems appropriate. RadRoch's belief is that a strategy of profit-taking at defined integrals is more beneficial over the long run. We believe that gradual, consistent profit-taking is most beneficial to portfolio performance and investor psyche.
Our goal is to provide our clients with a profitable, yet basic trading system. RadRoch believes that an average individual investor can efficiently manage between 5 to 10 active positions in their portfolio with clear guidance. RadRoch strives to provide precise stock and commodity picks with comprehensive support.
Becoming a Client
In order to become a RadRoch client, please:
- Review Disclaimer, Disclosure Statement, and Terms of Use Agreement
- Complete Registration Form in the Registration Section of website.
- Within 2 business days, you will be contacted by a RadRoch Investment Adviser regarding your registeration evaluation and provided a Sample Trading Plan. The investment adviser may contact you for clarification or further questions. (Please note: RadRoch’s services are not suitable for all investors. Some applicants may not be accepted as clients.)
- After your registration is complete, you will receive a daily e-mail with notification of recommendations and portfolio updates.
Advisory Contract and Investment Advisers
RadRoch, Inc. is a state registered Investment Adviser and also a NFA registered Commodities Trading Advisor.
Due to state and SEC regulatory requirements, RadRoch requires all clients to complete and execute an Investment Advisory Contract. This contract was created to clarify our relationship as an adviser and client. If you have any questions regarding the Advisory Contract, please contact us at info@radroch.com.
RadRoch has some limitations on the number of clients that can be taken from certain states. A representative from RadRoch will contact you if any licensing issues exist regarding your state of residence.
back to top |