Investment Models

We offer multiple investment options with varying degrees of risk to suit your intentions as an investor.

We target a 15% annual return on assets under management, and charge a management fee of 3% of AUM per year.


ShorebirdEQ

We analyze several equity securities in the US stock exchanges to identify trends and capitalize on the price action. Risk is mitigated by varying exposure limits based on the quantity of shares purchased.


ShorebirdFX

We analyze various currency pairs in the foreign exchange market to identify trends and capitalize on the price action. Risk is mitigated by varying exposure limits based on the quantity of contracts purchased.