The Concierge Investor

Personalized investing services with concierge gives you access to the trades conducted through the use of our proprietary cycle analysis. Real time and on-demand, you can trade with us by following our lead.

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Track Record

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Dr. Ellen Bruno Ramsey

Megan Ramsey
Director of Algorithmic Research

Proprietary Trading Formulas

Advanced calculations used in our trading perform suggest actions based on an understanding of market conditions in order to achieve a set of desired results based on market trends.

Algorithmic Trading

An algorithmic trading system uses multiple algorithms in a computer software to gather and analyze data. Our system uses unique and original formulas to generate buy and sell signals to lead to profitable trades.

Action Alerts

You will receive action alerts upon any trades that are being made You can mirror the trade yourself by placing an order with your brokerage firm, ignore the alert, or simply track the outcome.

Suitable for
Various Investing Styles

Includes various options that best meet your investment risk tolerance.


Short-Term Stock Trading Strategy

Short-term investments selected for their potential to increase in value over an initial cash outlay for their potential for growth.

Low-Priced Stocks (NYSE)

This is also a short-term stock trading strategy. Stocks selected are traded on the New York Stock Exchange under $5.00 per share.

Exchange-Traded Funds (ETF)
Trading Strategy

An exchange-traded fund (ETF) is a type of pooled investment security that operates much like a mutual fund. Typically, ETFs will track a particular index, sector, commodity, or other assets, but unlike Mutual Funds, ETFs can be purchased or sold on a stock exchange the same way that a regular stock can. An ETF can be structured to track anything from the price of an individual commodity to a large and diverse collection of securities.

Experience Matters

Our proprietary trading system helps you significantly reduce your risk.