OUR PHILOSOPHY / Our Rules and Principles
The set of rules and principles that governs our trading strategy is maintained by our own R&D group. Based on these criteria they develop new systems and Multi-System Portfolios.
Assisted by our global partners we continually engage, test and select innovative quants and traders from all over the world. Their systems are extensively tested vis-a-vis our risk and performance criteria before they are commissioned.
To ensure consistent results the Multi-System Portfolios are continually evaluated, ranked and adapted based on performance.
Prior to implementing a Multi-System Portfolio on the client’s account a Chelton Wealth consultant will engage with the client to define his account profile, including risk limits, leverage and performance targets. Once the portfolio is defined the signals will be sent to the account/broker automatically and executed under the permanent control of Chelton Wealth’s trading desk.
Get our FREE Strategy Reports
Select from Alpha, Alternative, Overlay, and Compounding; or get them all.
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.
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.