Investment Process

  • Identify client objectives
  • Evaluate the client's tolerance to risk and volatility
  • Determine the investment horizon (long-term or short-term)
  • Plan the right asset distribution: stocks, bonds, mutual-funds, alternative investments, precious metals and/or commodities
  • Analyze the best investment options within each category
  • Invest seeking best execution
  • Constant monitoring and re-balancing of the portfolio
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Axos Clearing

Pershing LLC

Interactive Brokers

Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Angelus Investment Consulting, Inc. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.

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Client Relationship Summary

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Angelus Investment Consulting, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investment or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Securities offered through Insight Securities Inc., Member FINRA and SIPC

Angelus Investment Consulting, Inc. and Insight Securities Inc. are separate and unaffiliated entities.