How Works
How Works
WS works as an investment advisor. Our client opens an account directly in his or her name (or that of his company) at Interactive Brokers – IB
One of the largest brokerages in the world and with the widest range of assets offered and registered with the SEC *. We have a service channel for our customers at the IB itself.
After opening the account, the client transfers the funds he wants and places us as his consultant. We have an account equity management and allocation function only (we do not have access to accounts, deposits or withdrawals). This allocation will be made according to the product contracted by the customer (Sword, Shield or Armor).
For the management, we receive an administration fee (pre-agreed with the client) which is controlled and transferred by Interactive Brokers to a WS.
The redemption will also be made according to what was agreed upon when contracting the product.
Since the account is in the client’s own name, whenever he wants to monitor his portfolio, he just needs his username and password at the IB, but we send a report on the previous month’s account performance at the beginning of each month.
- Securities and Exchange Commission.