Learn About Our Sophisticated Strategies
Learn About Our Sophisticated Strategies
Remora Wealth Management, LLC is a Registered Investment Advisor providing advanced quantitative investment strategies to individual investors. We utilize proprietary, back tested algorithms that inform our trading decisions to attempt to achieve superior risk-adjusted returns for our clients. All trading is fully automated which means we offer a turn-key solution in an individual account that can be accessed and monitored at any time.
Our firm offers active traders and investors something unique in the industry - the ability to pick and choose from a menu of algorithms or use our comprehensive portfolio that incorporates them all. Forget about subscription services and signal providers. We do it all for you while providing professional guidance along the way.
Our approach to trading is not new. In fact, most of our strategies are based on existing research which we have adapted based on our own investment experience. We have performed exhaustive back testing to increase confidence in our approach and share those results transparently.
It's important to remember that historical performance is no guarantee of future results. This is why we are constantly monitoring performance against expected returns and make adjustments as needed to keep up with current market conditions.
We are obviously different than most RIA's and our style of investment management is not for everyone. Our algorithms trade often to take advantage of small inefficiencies in the market, and because of that, they are not suitable for most individual investors. However, for certain investors with the right risk tolerance and financial situation, we offer a truly unique investment approach that can provide better risk-adjusted returns for a fair and transparent fee.
There are many algorithmic trading services advertised on the internet promising incredible returns. But almost none of them actually offer to manage clients' money using those algorithms. They rather sell the signals than take the responsibility of actually achieving good performance results. We believe that our approach is far superior to a "DIY" service.
As a Registered Investment Advisor, we have a fiduciary responsibility to anyone we take on as a client to ensure that any investment approach we offer is aligned with their objectives and risk tolerance. So not only do you get access to alpha generating strategies, but you get personalized service as well.
Please contact us if you cannot find an answer to your question.
Most investors and portfolio managers buy stocks based on some fundamental value which include things such as Price to Earnings Ratio, earnings growth rate, or dividend yield. The problem with this method is that investors using fundamental data to inform investment decisions are implicitly acting as if they have some sort of information that the rest of the market doesn't have. This, of course, is not true in almost every case. That's why most active portfolio managers fail to beat the market over the long term and why most investors are better off in low-cost index Exchange Traded Funds. Quantitative methods for investing utilize statistics developed over long periods of times to inform investment decisions.
Put a little more simply - let's start with the fact that the market goes up over time. If that wasn't the case, investors would not put money into the market. Next, the market's long term upward trend is driven by a smaller subset of stocks that are in uptrends. For example, Apple (AAPL) has been a big driver of overall S&P 500 returns since 2009 while there are 100's of stocks within that index that had no impact at all. So, it reasons that you can beat the market by only buying stocks that are in uptrends. Sounds simple really. The last step is to apply strict risk management principles so that when we are wrong, we get out quickly and move on to the next stock. The end result is that only slightly more than 50% of our investments end up profitable. But because we use risk limits, the average expected gain exceeds the average expected loss by almost 2 to 1. All of this is meant to deliver better risk-adjusted returns than the market.
Like most Registered Investment Advisors, we charge a fee based on percentage of assets under management which is usually 1%. This fee is taken out in quarterly increments by our custodian, Interactive Brokers. Other costs include commissions or security lending costs charged by Interactive Brokers for the buying and selling of securities, but we do not receive any that money.
We use Interactive Brokers as our custodian. They offer low-cost commissions, powerful API for automated trading and decent availability for short sales.
No. We are focused solely on investment management. However, we will consider your financial situation before implementing and investment strategy.
Yes. We use Interactive Brokers as our custodian which allows clients to buy and sell securities outside of the trades our algorithms generate. Our software automatically scales algorithmic trades to match the buying power in the account.
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It's time that you have access to the same investment strategies that are now only available to the ultra-wealthy. Contact us today to see how we can apply these strategies to help you achieve your investment objectives.
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Saturday - Sunday: By appointment
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