Putting our clients first

For more than 9 years, we’ve been empowering clients by helping them take control of their financial lives. Today, we’re proud to continue to deliver exceptional access to experts, resources, and services to help you pursue your goals with confidence.

Philosophy

Simplify: Focus on what is important in a complex global environment.

Preserve: Deliver superior performance with less-than-commensurate risk.

Grow: Target high-performance returns on invested capital.

Mission

Our mission is to deliver highly competitive and sustainable rates of return and added value to investors, thereby preserving and growing their wealth in today’s rapidly evolving global marketplace. Deliver safe, stable, and profitable management of our clients’ money, providing them a bridge to financial freedom.

Vision

Our vision is to be acknowledged within the financial services industry as a benchmark company that provides sustainable returns to shareholders, underpinned by our core values of integrity, reliability, trust, and respect. We want to make high and stable profits for our clients.

A relationship on your terms.

Work with us the way you want.

Some believe you must choose between an online broker and a wealth management firm. At PortfolioFX Capital, you don’t need to compromise. Whether you invest on your own, with an advisor, or a little of both — we can support you.

What makes us stand out?
No matter the direction, we've got the formula. Trading in the financial markets is not an easy task at all. It is not possible for one to become good at it for several months. It requires a lot of time, work, and effort. What makes us stand out are our traders with hard work, research, good market interpretation, well-followed rules, and great results which enables us to offer you the best services, including safe and proven trading systems under our control, a trading system where every other system are developed in reference to. Another very important thing is our safe money management and unique risk management that protects your account. We have actually paid our dues to be where we are today.

Our strategy:
Our strategy is made up of a combination of manual, intraday, technical, fundamental, and price action trading which enables us to place a high probability of winning trades with stop loss. The trading strategy is FIFO complaint, no martingale, no grid, no averaging, no pyramiding, no arbitrage, no high-frequency trading, and no hedging. It is a trading strategy that is discretionary, adapts to any market-changing conditions, and has low capacity constraints (Ability to be applied in large volume accounts). We cut our losses and ride the trends, lay emphasis on capital preservation, open only one trade per currency pair, and use an integrated approach to currency analysis which combines intraday fundamental, technical, and valuation analysis to provide the clearest picture of what is going on in the market. This integrated approach is the most powerful, consistent, and profitable form of currency analysis that enables us to place a high probability of winning trades.
We never use any kind of robots/EAs because no robot/EA can make you rich. A robot can never understand the changing market conditions because it is programmed with a specific algorithm and strategy. Also, a robot/EA can never understand economic/fundamental analysis, that is why all robots/EAs make profits for some days/ weeks, but finally fails and wipe out the entire money in the forex account. Therefore we strive hard to analyze the market and trade 100% manually.

Our Partners:
We have partners who have keyed into our vision and mission of providing safe, stable, and profitable management of our investor’s money, providing them a bridge to financial freedom. They have keyed into the vision of giving everyone a chance to take part in one of the investments of the rich, and have chosen to refer/promote our service to interested investors, people they know will like and benefit from what we are doing here. In return, we have decided to reward them by creating an opportunity for them to earn a passive income of 20% of our performance fees. For more information about our partner program.

Our clients:
Our clients include institutional, high net-worth individuals and corporate investors as well as professional advisors, fund managers, money managers, financial planners, attorneys, stockbrokers, and insurance corporations - people who wish to benefit from correctly implemented trading strategies and techniques in foreign exchange trading.

Investing

A wide selection of investment product to help build diversified portfolio

Trading

Powerful trading tools, resources and support

Wealth Management

Dedicated financial consultant to help reach your own specific goals

Smart Portfolio

A revolutionary, fully-automated investmend advisory services

Mutual fund Advisor

Specialized guidance from independent local advisor for hight-net-worth investors

Driven, motivated people who believe that personal engagement, a sense of ownership, and a commitment to investing give them control over their financial futures

  • Approximately 1,200 financial consultants
  • $117.9 billion enrolled in advisory solutions
  • 100,000+ financial plans provided to date

We're always looking for talent

Got what it takes to work with us? Great! Send us a link to your resumé or portfolio to become part of our talent pool.

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