O&G PRIVATE CLIENT SERVICE
We have found a strong need for low cost, high quality trading services. From the family office to the high net worth individual, a 24/7 designated trading team is a need our team fits well.
Often times a client will have an idea of what they would like to do, but would like an in depth look at the stock or sector before they trade. The O&G analyst team can take clients through the entire process of research to execution, or fill in the gaps to optimize client's investment decisions. |
Who this is for:
Accredited Investors, High Net Worth Individuals, and Family Offices who require a designated professional trading team to help them develop and enact trades of all complexity.
What comes with your account:
- A trading and research team with the SEC Series 65 and Series 3 Trading Qualifications
- Stock, options, futures, and FOREX trades across over 100 exchanges and 22 currencies
- Trade & Research Support across all time zones
Additional Benefits
Designated Client Services Manager to perform the following duties:
Access to all proprietary research and monthly Client Note
Invitations to all O&G sponsored Alternative Investment Seminars and Macro Economic Events
- Tax Forms, Funding Instructions, Trade Reporting, Account Configuration, Administration
Access to all proprietary research and monthly Client Note
Invitations to all O&G sponsored Alternative Investment Seminars and Macro Economic Events
Account Trading Abilities
Investment Vehicles
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Trading Exchanges
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Advanced Derivative Strategies:
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Scopes of Research Provided
O&G Capital has extensively researched the following sectors for individualized research, and more:
- Oil & Gas Industry
- Financials
- Technology
- Consumer Goods
- Transportation
- Industrials
- Healthcare & Biotech