TETRIX CAPITAL LLC
is registered investment advisory firm (RIA). Its only business is investment portfolio management. This web page does not intend for any investment, legal or tax advise and intended to explain how we work for clients and what exactly we do. |
What we do
We serve clients searching for Growth and willing to commit part of their capital to our investment strategy aimed to produce market beating returns. We use the same investment strategy to manage capital for all our clients. We are not trying to do everything for everybody. In our strategy we look for undervalued companies and securities and companies with expected growth in earnings that comes from sustainable competitive advantage. |
We are fee only
As fee-only investments managers, we do not earn commissions. We have no interest to trade often on your account to generate commissions. We do not take any kickbacks from mutual funds or other peddlers of financial products. We do not do any investment banking and do not have to allocate some fishy IPOs on your account. We are only fee based because we have aligned our interests with yours. We are paid for trying to grow your portfolio. |
Opening Account
Our clients open an account (or multiple accounts) with Interactive Brokers LLC - who is a discount broker and member NYSE - FINRA - SIPC and regulated by the US Securities and Exchange Commission. We do not custody client assets or clear our own trades. Client is the owner of the account and the only one who have total control over it. Interactive Brokers sends regular statements and confirmations for each transaction, and provide 24/7 online access to client accounts. Tetrix Capital LLC and Interactive Brokers are a completely independent business. We do not have authority to move your funds, to add, or withdraw funds from your account except amount of our management fees.
After you have opened your account and funded (check or wire transfer), you authorize us to invest on your behalf. We will buy, hold, and sell financial instruments in your account in accordance with our investment strategy (see Tab "Investment Strategy"). |
Clients have Transparency, Flexibility and Protection
At any time , you can log in to your account and view your portfolio and investments. You will also have freedom independently to make changes to your account or transfer all or part of your funds at any time. You also can at any time block our trading on your account (of cause, we wish this never happen). Your investment holdings and cash will be deposited and held by Interactive Brokers LLC who is a member of the Securities Investor Protection Corporation (SIPC). Securities in your account are protected up to $500,000 by SIPC . Protection up to an aggregate of $150 million of additional securities protection is arranged by Interactive Brokers and provided by London insurers. This coverage provides you protection against brokerage insolvency but does not protect against loss in market value of the securities. For more info on protection of your account please refer to Interactive Brokers (http://www.interactivebrokers.com). |
Accounts Type we manage
We would manage following type of accounts:
Brokerage Account
IRAs and Roth IRAs
Rollovers of 401 (K)
Corporate and Partnership account
Foreign Investors Accounts |
