Services that I offer include but are not limited to:

Money Management (Minimum 1 Million Dollars of liquid assets)

Portfolio Review - Analyzing the risk, including 401K IRA, Cash and margin accounts. You get a detailed report. Fee is based on the number of positions in the account.

Options Alert Newsletter with advance Call/Puts advanced strategies (subscription required)

The Options Master Newsletter, featuring analysis of some overbought and oversold stocks.

Quick Notes:

Clients will have access to their account 24 hours a day, 365 days a year, so they can see what I bought/sold for them and they can also deposit more money into their account and I will manage the added amount for the remaining period without additional charges (unless it's more than 100% of the original amount).

I don't hold clients’ money. I help the client set up the account with the broker, they send the money to the broker and we sign a limited trading authorization which allowing me to ONLY place orders in their accounts. No one can withdraw from the account, it has to go to a bank account that has the same name as the account holder.

As far as a background summary, I am a Chartered Accountant with a Master’s Degree in Accounting. I have more than 25-year experience in accounting and finance, I was a CFO for 2 public companies and have served on the board of directors of several organizations. Besides, I have been investing and trading since 1987 so I have seen it all from the inside and the outside, not sure how many people can claim that.


1) You can only make money when the Stock Market or certain stock is going up.

2) The best approach to investing is to buy stocks in good companies and hold on to them for years. You make much more buy hedging and avoid pumps in the stock market.

3) You have to have a lot of money to invest in the stock market

4) It’s a gamble

5) If you have a full-time job you won’t have the time to do all the research and due diligence

And I can go on...


Published on Friday, May 15 2020 by Shafeia Adly