Our Mission

We realize that in this difficult economic environment, and ever-changing financial services industry, an upstart investment advisor faces a number of challenges. The financial services industry has a crisis of trust. We plan to offer clients a high level of transparency and education to guide them through the troubled waters of the market. As a small firm, we will offer a client-focused service that allows for more time spent with the client than the standard larger firms. We will work, as a team, with the client to create a plan to reach their investment goals. We offer an incentive to small and young investors by providing free services on the first $10,000 under management.

Clients will have access to two types of research, fundamental and technical. The fundamental analysis research will include buy lists and sell lists of stocks updated weekly (monthly for less active investors, ie. mutual fund owners.) Fundamental analysis includes balance sheet, income statement and cash flow analysis. Quarterly and annual reports will be used, along with other analyst reports to create our recommendations. Technical analysis will be provided to aide clients with market timing. When the client asks for assistance with assessing a stock or fund, we will provide our fundamental opinion as well as the current technical analysis. As technical analysis changes day to day, we will not be basing buy and sell recommendations on them. We will use technical analysis to determine the best way to time a buy or a sell of a given security. Examples of key technical analysis data to be used in recommendations would be MACD, Moving Averages (200,50,20 day), market breadth, and average daily volume. This market has become more governed by technical analysis as some companies have stopped providing earnings guidance, but our advisory style will combine both types of stock and market analysis to give the best picture on which to base investment decisions.

Our clients will be offered a fresh look at investing. Our CEO may be younger than most large firm managers, but he did trade throughout the crash of 2008 (an experience no degree can give you) and has worked in private accounting as a CPA for 2 years. We do not believe in business as usual. We will act with an ethical obligation to our clients in providing advice. The client comes first for our company, and it is our hope that over time we will gain the trust that this industry needs to achieve a true recovery, for the economy and the portfolios of our clients.

We look forward to doing business with you,

Asif A. Khan, CPA
CEO
Panoptic Management Consultants, Inc.