Joseph Alkana, CMT, CIM, CFTe, FCSI, BA is a Portfolio Manager & Investment Advisor.

Discretionary Investment Management using advanced Technical Analysis and Options strategies.

Expertise
CMT Joseph holds multiple Canadian and Internationally recognized designations and is a Chartered Market Technician (CMT) Charterholder. The CMT designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. CMT Association: CMTassociation.org

Joseph is options-licensed allowing for advanced portfolio strategies to reduce risk and create conservative cash flow. Options Industry Council: OptionsEducation.org

Judgement
With over 15 years of experience, Joseph has worked with clients through multiple business and market cycles. Researching global markets and using technical analysis to identify investment trends across all asset classes including stocks, bonds, commodities, and currencies. The aim is to protect and grow portfolios whether markets are moving up, down, or sideways. As part of a global community of market technicians, our market philosophy is grounded in behavioral economics. This extends beyond classical pattern recognition techniques to include quantitative approaches to market research and rules-based trading system design and testing. Technical analysis provides the tools to successfully navigate the gap between intrinsic value and market price across all asset classes through a disciplined, systematic approach to market behavior and the law of supply and demand.

Time
Clients are proactively updated about the management of their wealth. Should they call, they reach Joseph directly. They do not call an automated 1-800 number or reach an army of assistants.

What is a Portfolio Manager?
Only experienced investment advisors become portfolio managers after they have met strict industry-wide qualifications for education, assets under management and investment experience. Only then, are they licensed to provide this level of discretionary investment management. Before managing money for clients, an Investment Policy Statement (IPS) is created to capture their unique needs and requirements. The IPS becomes the specific mandate that details all your objectives, goals and constraints in managing your portfolio. This transforms into a master plan that we create to manage your portfolio.