Going Beyond Traditional Investment Advice
WHAT MAKES US UNIQUE
ConvexBeta Investments, LLC, a Registered Investment Advisor, and Fiduciary, adds value to client portfolios through prudent and loyal implementation of each client’s unique investment aspirations while driving down costs and expenses. Our process emphasizes innovative tax-efficient tactics, embraces low-cost investment vehicles, and bolsters cash flow with special yield enhancement program.
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 ConvexBeta Investments, LLC. 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. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.
This is presented for information purposes only. It is intended for personal, non-commercial use. No information or opinions contained constitute a solicitation or offer by ConvexBeta Investments, LLC to buy or sell any securities or to furnish any investment advice or service. This is intended as a general introduction to ConvexBeta Investments, LLC. This does not provide specific investment advice, nor does this represent that the services described are suitable for any specific investor. The information contained does not provide a basis for making a fully informed investment decision. Those considering investment services with ConvexBeta Investments, LLC should request a copy of the applicable disclosure documents which contain important legal disclosures and risk factors. Investments in markets traded by ConvexBeta Investments, LLC involve significant risk. The risk of loss can be substantial. Past performance is not indicative of future results. Information contained, including pricing, valuation, and commentary on any capital market reflects ConvexBeta Investments, LLC opinion and other information available at either the time such information was posted or as otherwise at the date indicated. While any opinions, commentaries, data, pricing and all other information contained are believed to be reliable, ConvexBeta Investments, LLC cannot and does not guarantee its accuracy, timeliness or completeness.
