KEEPING CLIENTS FIRST
U.S. Investment Advisor is a Raleigh, NC-based investment advisory firm registered with The State of North Carolina (RIA). We are dedicated to serving the clients locally, as well as across the United States. As a fiduciary investment adviser, we always keep our clients' interests ahead of ours. We are proud to deliver consistently winning investment advice with low-risk and high-reward investment opportunities.
Investing for clients is much more than just trading securities. It's applying our skills to meet your 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 to you, 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, seamless trade execution, and access to a variety of investment vehicles. Clients always have access to their accounts.
We are not compensated by Charles Schwab. We are only paid for by our clients.
Founder and CEO
Licensed Investment Adviser
Professional Trader: Stocks, ETFs, Forex, Futures
At U.S. Investment Advisor, we understand the value of your hard-earned money, its preservation, and growth! We strongly believe that 'hope' is NOT a strategy, and, in fact, success has to be precisely timed!
Since 2015, I am 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 research of any investment vehicle.
I am a physician-turned-investment advisor. As a common investor, I was never happy with the cookie-cutter and passive management 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 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
1. INVESTMENT MANAGEMENT
We Manage Your Investments
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
Online Stock Trading Course
Learn online trading and investing (equity market: stocks, ETFs, and REITs) with our educational course. Invest successfully regardless of the market condition when you learn a consistently winning 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.