Winning specializes in algorithm driven investing with a focus on technology and capitalizing on income opportunities in the stock, ETF and options market.
Winning takes complex, expensive, cumbersome, opaque, one-size-fits-all Wealth products and make them intuitive, low-cost, transparent, convenient, customizable, income-based investments.
What Sets us Apart
Investment Philosophy and Process
Globus believes that wealth management product must employ a repeatable investment process to achieve risk-adjusted return targets and to preserve capital. Globus Wealth through its partnership with Winning Technology takes a mathematical and multi-technological approach to portfolio construction, seeking low risk exposures and maximized return. Investments are supported by risk management, operational due diligence and an ongoing monitoring process.
The Globus investment process includes: