Our Approach
21st Century Advisors, operating on three continents, has its head office in Zurich. Avraham Schijveschuurder, the CEO, is a Dutch born financial expert.
Trading and portfolio administration on most accounts is done from the USA by Adam Jorgensen and colleagues. Jorgensen is a fully licenced American Asset Manager with over 10 years active trading experience. He is also a Pension and Retirement specialist.
All clients using the services of 21CA, open their own custodial account with a leading American, Canadian or European custodian. 21CA has trading authority and access to fees only. The US custodians provide each account with not only the government mandated Securities Investor Protection Corporation (SIPC) coverage of a $1/2Mln per account, plus often additional “excess of SIPC” coverage. The American accounts usually have electronic and banking features that do not exist elsewhere, offering the client unparalleled liquidity plus significantly higher long-term returns. Accounts in other jurisdictions have fewer features.
Client’s money is ring-fenced, so the client is the only one who can withdraw funds other than management fees. The Fiduciary Rule is strictly followed.
21st Century Advisors’ main trading style, is Technical Trading. We are a pioneer in ‘Technically based Asset Management programs with a fundamental overlay.’®
Securities are chosen from an approved list that is constantly updated using proprietary algorithms. All assets bought, are closely tracked to make sure they continue to perform reasonably well over time. Accounts are very actively traded, based on technical indicators, combined with fundamental research.
Additional strategies answer many needs beyond those of the original clients (many of whom have been with us for decades).
Most 21CA systems include active Loss Containment, as part of the strategy. A plan of action to sell each holding is part of every purchase. The client needs to be in cash whenever there is fundamental uncertainty, or when significant market losses are taking place. Loss Control in unpredictable markets is far more important than trying to ‘break the bank’ with high temporary results.
21CA has developed additional investment approaches, all utilizing the database begun 30 years ago.
Choose Conservative, Moderate and Growth tracks within the Technical Trading system.
The Enhanced Buy & Hold system also allows for three unique approaches.
The High Performance strategy is for those demanding maximum returns, and are comfortable with higher volatility.
The Retirement Income strategy provides a reliable monthly cash stream.
The Barbell Strategy is designed for long-term investors demanding as close to risk-free investing achievable.
Plus, more than 200 leading US registered managers are potentially available, providing unparalleled diversification and stability for HNW clients.
Please request the concise overview report explaining how we can help.