Research and Trading

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:

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

Stocks
Options
Futures
FOREX (22 Trading Currencies & Direct Access to Interbank Quotes)
Exchange Traded Funds
Mutual Funds
Structure Products

Trading Exchanges

United States
China A Shares
Hong Kong
European Union
Australia
100 more exchanges around the world

Advanced Derivative Strategies:

Put/Call Spreads
Condors
Butterflies
Straddles
Strangles
Hedging of physical positions or currency

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