Serge Berger

Principal, Co-Founder

Serge has been actively involved in the financial markets since 1998. During his career, he has been a financial analyst, an investment banker in fixed income at JPMorgan, and a proprietary trader in equity options and futures. Having exposure to a range of different asset classes allowed him to identify which asset classes and strategies best fit his and his clients’ goal of achieving consistent profits.

Over the years through his experience on both the buy side and the sell side of Wall Street, he created a trading & investing methodology that divides markets into different time frames and characters, allowing him to determine which strategies to apply in which situations, without emotions.

Serge believes in focusing on only the highest probability of trading and investing setups, which allows for maximization of profitability and minimizing of drawdowns as well as stress and volatility.

Serge studied international economics and business at the University of Florida. He holds the International Fixed Income and Derivatives (IFID) Certification and went through the prestigious training program at JP Morgan.

941 West Morse Blvd., Ste 100
Winter Park, FL 32789
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