Automated Trading System

Invest Smart USA, Inc., is now offering the Automated Trading System (“ATS”) as an alternative investment management strategy. ATS is an active trading strategy that takes advantage of robotic trading technology to invest using some of the most modern systematic trading and analysis tools in the marketplace today.

ATS incorporates the use of this computerized trading software as well as the investment and management expertise of your Invest Smart USA financial advisor. Your financial advisor will select, implement and manage the trading strategies appropriate to manage your accounts.  All trades are on a 100% discretionary basis. The ATS software will execute the trades automatically based on the strategies selected and by the movement of the market. Your financial advisor may change strategies of an account periodically based on market conditions.  

A new investment account is established for you with Interactive Brokers as the custodian and broker/dealer for trading. The software vendor's choice of the selected broker/dealer is based on consideration of; “best  execution”, discounted commission fees, reliability and financial responsibility, research and providing an ongoing informational data feed from the broker/dealer's trading platform directly to the Client’s account. 

The Client is responsible for the purchase of all software license subscription fees and account transactions fees. The Client will pay those fees directly to the software vendor and broker/dealer. 

Investment accounts utilizing the ATS will be billed and deducted directly from the investment account. 

There is a minimum suggested investment of $50,000 (Fifty Thousand Dollars) to open each ATS account.  This investment style includes our suggestion that the initial investment in the ATS account should not exceed 25% of a Client’s total portfolio for at least the first 6 months to be sure the Client is comfortable with this type of investment strategy. The software has a simulation mode that can be implemented initially if the client chooses. The Client may add additional assets at any time throughout the year. 

Usage of this method of asset management in no way implies a guarantee of any specific rate of return, and in fact could lose money during any given quarter or year.  As with all investments, past performance is in no way a prediction, a guarantee or any indication of future performance. Any client selecting this type of management for a portion of their portfolio does so with the understanding that it is recommended that the assets in this account should remain invested for at least one full year and should not be sold without understanding the potential of loss if sold at the wrong time. A discussion with your financial advisor is  recommended before taking any action to do so.

The financial advisor makes no warranties or representations as to the potential failure of service due to outages of power, internet, or the trading software.

Invest Smart USA, Inc. does not control the cost of software license fees or any account fees related to these services.