INVESTMENT STRATEGIES / Our Core Programmes 

Chelton Wealth aims to generate attractive risk-adjusted returns for its clients. Risk management is central to the firm’s culture. Our unique methods for managing volatility and “left side” tail and extreme risk are an integral component of our offerings.

We’ve selected global alpha portfolios and seek to achieve mid-teens returns over rolling periods. We expect these returns to be uncorrelated with other asset classes. Managed accounts available. (What is a Managed account?)

Our available strategies:

Alternative I

The Price Action method, is a precision-based strategy that relies on stripped-down price charts. It eschews lagging indicators in favour of a few summary elements that help identify dynamic support and resistance areas. The key principle is to view the market with a neutral eye, allowing it to reveal its support and resistance points. This approach strengthens when a support and resistance signal is confirmed by crossing rolling averages and increasing volume.

Balanced Compounding

The Balanced Compounding strategy is a fully algorithm-driven approach that confidently focuses on intraday trades, which are typically opened and closed within the same trading session. The system confidently employs various indicators to identify overbought and oversold price levels. All intraday timeframes must align and pass a specific filter to enter the market. The strategy also confidently maintains a limit on the number of open trades at any given time, ensuring risk is kept under control.

Currency Alpha

Currency Alpha uses supply and demand trading. This is a method in which levels are marked after strong rises or falls have occurred. When validated by recognising patterns or Supply and Demand and Average Daily Range methods, these levels are more meaningful. Nothing stands alone, however, and it takes considerable time and talent to correctly interpret all the techniques in context.

Currency Overlay

Currency Overlay uses both fundamental analysis and technical analysis. Although trading signals are systematic in nature, the decision remains discretionary. Currency Overlay likes to use different time frames; some trades are grafted on short-term signals and may occur several times daily. Other trades are based on longer-term charts and generally span several days. The systematics are based on Swing Trading, where an attempt is made to enter long positions at the bottom of the trend channel in a rising or falling trend channel.

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Select from Alpha, Alternative, Overlay, and Compounding; or get them all.

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Risk Disclosure: Trading the financial markets on margin carries a high level of risk, and may not be suitable for all investors. Before deciding to open a trading account, you should carefully consider your investment objectives, level of experience, and risk appetite. There is a possibility that you may sustain a loss of some or all of your investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading financial instruments, and seek advice from an independent financial advisor if you have any doubts.

Privacy Policy: We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

Chelton Wealth will not accept any US, Australian or Canadian residents with following exceptions: US: those clients that qualify as an ECP (Eligible Contract Participant); Australia: those clients that are defined as “wholesale clients” under the Corporations Act 2001; Canada: those clients who meet the “Permitted Client” criteria.

Under no circumstances will Chelton Wealth accept any clients from the following restricted jurisdictions: Ukraine: Crimea, Donetsk and Luhansk. Russian Federation and Belarus. Afghanistan, Burma (Myanmar), Central African Republic, Côte d’Ivoire, DR of Congo, Cuba, Eritrea, Ethiopia, Haiti, Iran, Iraq, Japan, Liberia, Libya, North Korea, Sierra Leone, Somalia, South Sudan, Sri Lanka, Sudan, Syria, Yemen, and Zimbabwe.

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