How It Works
How It Works
WS works as an investment advisor. Our client opens an account directly in his or her name (or that of his company) at Interactive Brokers – IB
One of the largest brokerages in the world and with the widest range of assets offered and registered with the SEC *. We have a service channel for our customers at the IB itself.
After opening the account, the client transfers the funds he wants and places us as his consultant. We have an account equity management and allocation function only (we do not have access to accounts, deposits or withdrawals). This allocation will be made according to the product contracted by the customer (Sword, Shield or Armor).
For the management, we receive an administration fee (pre-agreed with the client) which is controlled and transferred by Interactive Brokers to a WS.
The redemption will also be made according to what was agreed upon when contracting the product.
1. Account Setup:
Clients begin by opening an account directly with Interactive Brokers LLC (IBKR), one of the world’s largest brokerages offering a wide range of assets and registered with the SEC*.
This account is established in the client’s name or that of their company, ensuring full ownership and control.
2. Consultation and Allocation:
Once the account is set up, clients transfer their desired funds and designate WS Capitals as their investment advisor.
As your dedicated advisor, we employ our expertise to manage and allocate your account’s equity. It’s important to note that we do not have access to accounts, deposits, or withdrawals, ensuring the security of your assets.
3. Tailored Portfolio Management:
Clients choose from our range of carefully crafted portfolios: Sword, Shield, or Armor, each tailored to different risk profiles and investment objectives.
Allocation decisions are made based on the chosen portfolio strategy, optimizing your investment potential while mitigating risk.
4. Administration and Fees:
WS Capitals operates on a transparent fee structure, with administration fees agreed upon in advance with the client.
These fees are managed and transferred directly by Interactive Brokers to WS Capitals, ensuring a seamless and hassle-free process.
5. Performance Reporting:
Clients maintain full visibility and control over their portfolio, with access to real-time account monitoring through their IB username and password.
Additionally, at the beginning of each month, we provide detailed reports on the previous month’s account performance, keeping you informed and empowered to make informed decisions.
At WS Capitals, our commitment is to provide you with the expertise, transparency, and personalized service you need to achieve your financial goals with confidence.
* Interactive Brokers LLC is registered with the U.S. Securities and Exchange Commission (SEC).