In today’s rapidly changing financial markets, you want to entrust your investments to a strong partner. We view the safety and security of the assets in your accounts as a priority equal in importance to the work we do helping you build, enjoy and share your wealth.. Please speak to your Financial Advisor for further information about each of the products offered.
Our clients have access to products and services that allow investment flexibility . These products and services include the following:
One easy-to-manage account : an account that can contain stocks, mutual funds and other investments.
Retirement plan accounts that range from individual plans (traditional and Roth IRAs) to business retirement plans.
Fixed-income products, including government, municipal, corporate and mortgaged-backed securities.
Comprehensive account statements with easy-to-read trade confirmations.
24/7 access to client accounts that provide brokerage information, a market summary, company profiles, headline news, “most actives” on the market, quick charts, quotes – things today’s investor need to keep up-to-date.
Please contact your Financial Advisor for further information on the products offered. Investments should not be made without reading the full disclosure on each product.
A passion for markets, bespoke solutions and a wealth of experience define our expertise.
What is this product?
The Cash Cornucopia portfolio is designed for investors who want a relatively safe, low risk investment. The cash is invested in a Money Market or Fixed deposit account, and structured such that interest will accrue in the investor’s investment account with BTC Trading Inc on a monthly basis. The benchmark goal is the Alexander Forbes Money Market Index.
This portfolio is in your own name and is an individual’s personal investment account.
What is this product?
The Income Cornucopia portfolio is an actively managed portfolio constructed to give you high after-tax yield on cash with large growth in income. The goal of the portfolio is to outperform a low risk benchmark of the Alexander Forbes Money Market Index over the medium to long term. The portfolio is a full discretionary (we manage your investment) portfolio which gives you exposure to high yielding listed shares, property shares, preference shares and longer-term fixed deposit accounts.
It is managed by a team of professional portfolio managers and is supported by our in-house research team. This unique portfolio is not a unit trust or trading portfolio. It’s in your own name and is an individual’s personal investment account.
What’s the minimum I can invest?
As a lump sum we accept a minimum of $250,000.
What is this product?
The Builder Cornucopia investment is our flagship portfolio. It’s designed to protect and grow your wealth over the medium to long term. The goal of the portfolio is to outperform a medium-risk benchmark of inflation (CPI) + 3%, after all trading costs. The portfolio is a full discretionary (we manage your investment) portfolio which gives you exposure to all the major asset classes and offshore equities, bonds, preference shares and cash.
It is managed by a team of professional portfolio managers and is supported by our in-house research team. This unique portfolio is not a unit trust or trading portfolio. It’s in your own name and is an individual’s personal investment account.
What is this product?
The BTC Trader Cornucopia is a full-discretionary, actively managed futures portfolio, designed to achieve expected higher returns with higher risk. It uses the international markets to enter long positions in single stocks and sector indices.
The portfolio is suitable for investors with a high tolerance for risk. The maximum gearing of the portfolio’s capital value will be 200%, with exposure to any share not exceeding 20% of the ungeared capital value of the portfolio. Due to its high risk nature, we use several risk management techniques with strict procedures for entering as well as exiting positions.
It is managed by a team of professional portfolio managers and is supported by our in-house research team. This unique portfolio is in your own name and is an individual’s personal investment account.
What is this product?
The Equities Cornucopia portfolio is an actively managed portfolio that attempts to invest in undervalued listed shares with excellent return prospects. The goal of the portfolio is to outperform a high risk benchmark of FTSE All Share Total Return Index over the medium to long term. The portfolio is a full discretionary (we manage your investment) portfolio which gives you a diversified portfolio with exposure to all international stocks.
It is managed by a team of professional portfolio managers and is supported by our in-house research team. This unique portfolio is a trading portfolio. It’s in your own name and is an individual’s personal investment account.
Thank you for your interest. Our dedicated registration process is the significant first step on your journey to wealth creation.
Our Client Services team is available to support you on the set up and administration of your account as well as specific queries relating to trading instruments, features of the trading platform and technical issues.
Our investment team are readily available to assist you with the process or any queries
Although the growth potential of emerging markets is attractive, many investors have been reluctant to invest in this universe because the associated economic, political and financial risks are too high. We beg to differ. We see emerging markets as offering fruitful rewards, as long as the risks are understood, acknowledged and appropriately managed.
The ability to manage market risks effectively has been a cornerstone of our investment style for several years. We do not see risk as a source of anxiety but as a natural part of what we do. Correctly evaluating and understanding volatility and market pressure gives us the opportunity to deliver the best possible returns while mitigating the risks inherent with investing.
We do this by actively managing our portfolios’ equity and modified duration exposures, controlling volatility, diversifying across asset classes and geographic areas, and implementing hedging strategies when necessary.
Bottom line : Trading can result in losses. The value of your investments can go down as well as up. Please ensure you understand the risks.
Institutional Services
• Competent and experienced traders
• Fundamental and Quantitative Research
• Execution – Equities
• Fully serviced Back Office
• Access to global trading algorithms
• Basket trade execution for institutional clients and transition managers
• Diverse sources of liquidity
• Care and DMA orders
• Market updates, trading insights/strategies, technical research
• Regular engagement with clients
Responsive to Independent Thinking
Everyone in our home office understands the independent way of thinking – we live it every day – so we pride ourselves on being more responsive, solving problems, and remaining more proactive than any other broker dealer.
Solutions-Oriented Thinking
Our compliance team is committed to finding compliant solutions to achieve the desired results for each investor. Running a business in a regulated industry is serious, and we offer solutions and options to ensure our advisors and brokers play by the rules and maintain good relations with those who regulate. We believe that just makes good business sense – for us and for our clients.
