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By: Kelly Korshak
For more than two decades, I spent my time designing software for some of the biggest Wall Street institutions. I’ve seen firsthand how companies like Morgan Stanley and Deutsche Bank pour millions of dollars into developing strategies to beat the market. All with the goal of getting optimal returns for high-net-worth investors.
But what Wall Street doesn’t want you to know is that many of their investing strategies can actually be utilized by individuals. Because if you want to beat the market, you have to think like a Wall Street professional.
Here are some of the most important investing secrets I’ve learned throughout my years on Wall Street, and how you can utilize them to grow your own wealth.
Most financial advisors suggest a buy and hold strategy for long term investing. That’s because over the long run the market tends to go higher. This makes a buy and hold a seemingly obvious decision for individual investors.
But Wall Street doesn’t just buy and hold. Instead, professionals look to time the market at opportune times. They get in and out of the market when signals point to volatility and changes in investor sentiment. This strategy isn’t trading, and instead, requires identifying the most opportune times to enter and exit positions.
The biggest benefit of timing the market is getting out of the harm’s way before the market declines and entering back in before prices rise again. But successful market timing requires accounting for many economic and financial indicators. These data points help investors identify windows where the market is likely to move in one direction or another.
While individual investors are focused on capturing the market’s upside, professionals worry just as much, if not more about how to protect their portfolios. That’s because professionals know that avoiding the market’s worst days of the year is more important for performance than being invested in the market during its best days of the year.
Investors who use a buy and hold strategy aren’t thinking about protection. They are only worried about when the market might go higher. But, if you can time the market (like we previously discussed), you can move your portfolio to cash ahead of recessions or market downturns. Doing so can give you a better chance of outperforming the market.
So the next time you find yourself focused on when the market will rise again, sit down and consider how you are protecting your wealth.
While it might seem that Wall Street investors are always ahead of the market, they aren’t relying on their skills alone. Instead, they utilize advanced technologies to help them analyze the market and anticipate what may happen next.
In fact, one of the main differences between individuals and professionals is access to technology. Whether they are exploring the benefits of artificial intelligence, constantly tweaking their algorithms, or automating their investments, professionals have access to so many tools at their fingertips.
But Wall Street technology is a black box to most individuals. No one really knows how these companies design infrastructure to help them beat the market. Fortunately, I’m one of the lucky people who has designed these professional-grade tools. Now, I want to share these technologies and resources with as many individual investors as possible.
In my years building tools for Wall Street institutions I realized that many of the same technologies they were using could be accessible to individual investors. So, I ditched the corporate world in search of creating technologies that would help anyone beat the market.
This is why I co-founded iFlip, the premier automated investing platform backed by A.I. iFlip is designed to make investing simple for individuals while protecting their wealth and beating the market.
Using our technologies, we’ve created SmartFolios: automated baskets of stocks and ETFs actively managed by A.I. to stay ahead of the market. Once a SmartFolio is chosen, our A.I. and proprietary algorithms analyze your positions daily and use the collected information to make investment decisions in your best interest.
While A.I. investing might seem new to the general public, iFlip has been at the forefront of this revolutionary technology for years. During the three latest market downturns, iFlip users have saved significant money when compared to the S&P 500.
A.I. investing might sound complex, but thanks to our built-in automation, it’s so simple anyone can do it. In just 10 minutes, users can create an account, enter their information, make a deposit, and start investing on the platform. This means anyone, from experienced investors to novices can get started right away.
What’s even better is that iFlip users get professional-grade technology at one low monthly fee. There’s no complicated fee structures or hidden costs. In fact, you can get an iFlip subscription for the same price as your favorite streaming service.
At iFlip, we believe it’s time that individuals get access to the same investing tools as professionals. Our team’s decades of experience not only on Wall Street, but also in building software-as-a-service (SaaS) companies, has allowed us to be one of the first companies to embark on this mission.
Our leadership team is second to none:
Experience building SaaS companies from the ground up and managing teams for success.
Decades of experience designing software for Wall Street institutions.
30+ years experience as an IT executive, helping companies grow and maintain positive customer satisfaction.
Fintech marketing guru and content producer, working with companies like JP Morgan, Morgan Stanley, E*TRADE, and more.
iFlip’s goal has always been to democratize investing for the masses. So, when it came time to raise money for our own business, it only made sense that we turn away institutions and venture capitalists and instead seek to raise money from individuals.
That’s why, for the first time ever, we’re giving you the opportunity to own a piece of iFlip. Our crowdfunding campaign is designed to not only help us build the future of iFlip, but also to let you share in our future success.
Crowdfunding has been a pathway for many companies to grow their businesses and get to the next level. In fact, many companies who have conducted crowdfunding campaigns on StartEngine have gone on to make sizable exits for investors. These include:
We’ve already come so far in a few short years. But with your support, we can build an investing revolution that helps empower individual investors. Let’s take back the power from Wall Street and give individuals the tools and resources they need to succeed.
Reserve your shares in iFlip today and together we can get our automated investing platform into the hands of millions of individual investors around the globe.
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FlipInvestor Inc. does not provide tax, investment, or financial services and advice. The information is presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Investing involves risk, including the possible loss of principal.
Performance results presented on this website represent back-tested results and are hypothetical. Neither actual past performance nor hypothetical performance are indicators of future results. These results have inherent limitations, some of which are described herein. Back-tested returns do not represent the performance results of actual trading and are calculated through the retroactive application of the model portfolio configuration, designed with the benefit of hindsight. Since back-tested performance results do not represent actual trading, they may not reflect the impact that material economic and market factors might have had on the decision of the A.I., if the A.I. was managing client assets during the back-test period. No representation is being made that the A.I. strategy will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently significant material differences between back-tested performance results and performance results subsequently achieved by following a particular strategy. In addition, back-tested performance does not involve financial risk, and no hypothetical trading record can completely account for in the preparation of back-tested performance results and all of which can adversely affect actual trading results.
Keep in mind that while diversification and the use of algorithms may help manage risk it does not assure a profit, or protect completely again losses, in a down market. There is always the potential of losing money when you invest in securities, or other financial products. Investors should consider their investment objectives and risks carefully prior to investing. The data on this webpage is not intended as a solicitation. Always seek professional advice for suitability.
iFlip Ultimate is a concierge service product designed for high net worth client or institutions ($1m+ Net Worth). It as not been released yet
Doug Adams has more than 30 years of experience as an executive in the IT industry. He has demonstrated success helping companies grow profitably with high degrees of customer satisfaction.
He has a passion for developing talent and building high performing teams. Most recently as a Senior VP at FusionStorm, he helped grow the company from $440mm to over $1bb in sales and improve profitability 1500% (15x) over 7 years. Prior to that he was at Oracle for 14 years where he served as a Vice President in their North America Consulting Division.
He had responsibility for a variety of software and technology practices with a team of over 400 consultants. He has also held leadership positions at IBM and Andersen Consulting (Accenture), and holds a BS degree from Cal Poly, San Luis Obispo in Industrial Engineering.
Ed Sweeney is a partner and a founder of RCM Alternatives. Previously, he was a Managing Director of Trading at TD Options, LLC, a subsidiary of TD Securities until 2006.
He is also a founder of Starboard Specialty Funds, LLC. which is an active fund specializing in private and publicly traded bank equities.
He was also a co-founder of a trading technology firm, Ragnarok Systems, and also worked for O’Connor & Associates and at Swiss Bank Corporation as a director of fixed income trading.
Mr. Sweeney graduated with an M.S. and B.S. in Mechanical Engineering from MIT, has a J.D. from John Marshall Law School and holds a Series 7, 24 and 63 licenses.
As seen in Forbes Magazine, Karla Dennis is an expert tax and business strategist. As an enrolled agent, Karla is licensed to represent taxpayers in all 50 states. She holds a Masters in Taxation and Business Development and is the author of two books, Tax Storm and Against the Odds.
She has been featured in various media outlets such as, KTLA, Forbes, MSNBC, Yahoo! Finance, and SmartMoney marking her the ultimate tax and business expert.
Thomas P. Shippee is a financial services investor and industry expert. His early years he earned a Bachelor’s degree in Economics at Bates College and an MBA at Pepperdine University.
For the last 35 years he has served in various positions including CEO of Wells Fargo Financial whereupon he oversaw all US and Canadian consumer and commercial business finance operations from Des Moines, IA. He currently spends his efforts in the consumer financial services industry counseling and working for small privately held businesses.
David is a Kentucky native graduating with a degree in Music Education at University of Kentucky and a Masters degree in Education from Xavier University. His early years were spent excelling as band director leading his group to breaking records, honors and 3 straight years of placing in state wide competitions.
In 1988 David started a new life of entrepreneurship. Since then his natural ability to lead and passion for growing people has stretched him to employ over a hundred employees and operating several businesses over several industries including real estate, heating oil, farm gas, commercial lubricant, consulting, skilled nursing care, convenience store and restaurant business.
Marc Chesley is a software industry pioneer with a passion for growing people and companies. He is a recognized innovator and operational leader. As former CTO at Infusionsoft, Marc helped grow the company from startup to over $100mm in revenue. He has led as CEO and President of many fast-growth software companies.
Marc was recognized as Arizona CIO of the Year by the Phoenix Business Journal and the Arizona Technology Council. The Society for Information Management awarded him Arizona IT Leader of the Year. He currently works as the COO at Paradox (fast-growing software firm) managing product teams, engineering teams, business development teams and serving as general counsel.
Kelly attended Stanford and subsequently the University of Chicago and has a graduate degree in mathematics. He spent 25+ years on Wall Street, investing over $4 Billion assets for institutional banks and funds including Deutsche Bank, Morgan Stanley, Diamondback Capital, Brevan Howard and Tudor Group.
His strategy to investing is built around the approach that Artificial Intelligence (A.I.) and machine learning algorithms produce superior risk / reward in the stock market. This A.I. approach led him to retire from Wall Street with his family in Arizona to start up his own company “Flip Investor”.
His dream is to empower all individuals to grow their wealth through the power of A.I. SmartFolio technology.
Randy spent his earlier years as a successful collegiate athlete and then self-made entrepreneur. He grew an athletic apparel company to over $5M+ in revenue, then sold it to a publicly traded sporting conglomerate, Sports Chalet.
For the last 10+ years he has trained thousands of employees and business owners on how to market effectively, grow sales and build sustainable growth in their companies.
His passion for technology led him to one of the fastest growing software companies called Infusionsoft, which peaked with over 150,000 software users. As the VP of Business Training for customers, he developed and oversaw the expansion of the Elite Business Education curriculum program.
Since then he has led as the co-founder and CEO of iFlip, SAAS Financial Technology Company. His passion is to empower all individuals to grow their wealth for the future through the use of AI investing technology.
