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.
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
Investment Advisory
A wide selection of investing strategies from seasoned portfolio managers
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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