KEEPING CLIENTS FIRST
U.S. Investment Advisor is a Raleigh, NC-based investment advisory firm registered with The State of North Carolina. We are dedicated to serving the clients locally, as well as across the United States. We are proud to deliver consistently winning investment advice with low-risk and high-reward investment opportunities.
We believe in connecting with the clients to understand their financial goals. At the end of the day, it’s not just about numbers. It's about the people around you. It’s about what your wealth can accomplish for yourself and others. As your financial advisor, we can prepare your financial life for today, tomorrow, and generations to come—so you can stay focused on what matters the most, no matter what the markets are doing!
TRANSPARENCY & SAFETY OF CLIENT FUNDS
We use Charles Schwab as an independent custodian where clients' investment accounts are held for discretionary purposes. This ensures safety, transparency, and seamless trade execution. Clients always have access to their accounts at Charles Schwab.
We are not compensated by Charles Schwab. We are only paid for by our clients.
SACHIN KUNDE, MD, MPH
Founder and CEO
Licensed Investment Adviser and Financial Consultant
Professional Trader: Stocks, ETFs, Forex, Futures
As a physician-turned-investment advisor, I understand the value of hard-earned money, its preservation, and growth! At U.S. Investment Advisor, we strongly believe that success has to be precisely timed, and hope is NOT a strategy!
We are singularly focused on one goal: finding quality investment opportunities with low-risk and high-reward potential. It is possible due to our methodology that blends the fundamental, technical, and price chart analysis of any investment vehicle. If you want the best opportunities, you have to invest at the right time!
Even though I was a successful physician, I was never happy with the cookie-cutter and passive recommendations of a traditional financial advisor. That is when I jumped into the financial world to take control and help common investors achieve their financial freedom. In 2016, after completing my initial trading education at Online Trading Academy, I started as a professional trader. I completed the Certification in Financial Planning (*CFP) executive program at Bryant University. After successfully completing the investment adviser law examination (Series 65), I became a licensed, registered investment adviser. After years of market analysis, research, and experience we developed a novel investment methodology (T4 Strategy) which helps us make successful investment decisions for our clients.
WHAT WE OFFER
Comprehensive Investment Advisory Solutions
1. INVESTMENT MANAGEMENT
WE MANAGE YOUR PORTFOLIO
Comprehensive Investment Advice
Personalized Portfolio Design
Ongoing Asset Management
It's not 'how' to invest but 'when' to invest that makes the difference between success and failure. Timing is everything! We know how to take advantage of business cycles in various asset classes. After understanding the client's financial goals, risk tolerance, and time horizon, we design a personalized portfolio plan for each client and provide ongoing ACTIVE management.
2. INVESTMENT EDUCATION
WE TEACH YOU HOW TO TRADE & INVEST
Learn how to trade and invest in the market (Stocks & ETFs) with our educational course. Invest successfully regardless of the market condition using our strategy.
We believe in independence! If you want to manage your investments on your own and are looking for guidance, we are here to help. Learn our proprietary 'T4 Strategy' for online trading and investing in the equity market. Suitable for long-term as well as short-term investors, regardless of your investment style or account size. Highly recommended for beginners.