A complete list of active advisors currently associated with TRADEway

Warmer can help you find a great advisor at TRADEway or one who fits your needs even better.

TRADEway serves individual clients through a mix of financial education, coaching, subscription tools, and discretionary portfolio management. Its offering includes live and virtual events, on-demand courses, weekly webinars and community mentoring, daily market alerts, a subscription-based Charts platform that interfaces with custodial trading platforms, and three AMPT model portfolios (AMPT-AIM, AMPT-UP and AMPT-SEED). The firm’s investment approach is centered on a proprietary “3-legged table” methodology—fundamental analysis, technical analysis and market tone—combined with an educational emphasis that aims to teach clients to perform their own analysis while providing coaching and mentorship. Its AMPT programs span diversified, long-term models and an aggressive short-term AMPT UP strategy that may use index instruments, ETFs, options and active trading techniques. Noteworthy distinctions include the firm’s use of recurring subscription fees for educational products and its Charts service, and the regular distribution of market communications and alerts, features that the brochure identifies as uncommon among multi-team peers. The brochure also discloses that the firm offers access to private equity in affiliated ventures to qualified investors and maintains marketing arrangements with recommended brokerages, which it identifies as potential conflicts of interest.

To learn more about the advisors currently working at TRADEway, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.