Independent SEC-registered investment advisor focused on wealth management and advisor solutions, VestGen Advisors LLC emphasizes multi-family office services and outsourced CIO capabilities for high-net-worth clients and RIAs. The firm offers portfolio construction, risk management, manager selection and client reporting, blending quantitative asset allocation with discretionary oversight. Capitalizes on advisor partnerships and institutional operational infrastructure.
Independent SEC-registered investment advisor focused on wealth management and advisor solutions, VestGen Advisors LLC emphasizes multi-family office services and outsourced CIO capabilities for high-net-worth clients and RIAs. The firm offers portfolio construction, risk management, manager selection and client reporting, blending quantitative asset allocation with discretionary oversight. Capitalizes on advisor partnerships and institutional operational infrastructure.
Independent SEC-registered investment advisor focused on wealth management and advisor solutions, VestGen Advisors LLC emphasizes multi-family office services and outsourced CIO capabilities for high-net-worth clients and RIAs. The firm offers portfolio construction, risk management, manager selection and client reporting, blending quantitative asset allocation with discretionary oversight. Capitalizes on advisor partnerships and institutional operational infrastructure.
Independent SEC-registered investment advisor focused on wealth management and advisor solutions, VestGen Advisors LLC emphasizes multi-family office services and outsourced CIO capabilities for high-net-worth clients and RIAs. The firm offers portfolio construction, risk management, manager selection and client reporting, blending quantitative asset allocation with discretionary oversight. Capitalizes on advisor partnerships and institutional operational infrastructure.
| Trades 3477 | Longs Won 2351/3477 67% | Profit Factor 10.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.43M |
| Average Win $388,079.91 | Best Trade (Jul 16) $40.57M | Sharpe Ratio -9.4 |
| Average Loss -$80,478.32 | Worst Trade (Jul 10) -$12.62M | Z-Score 20.36 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 6d | Expectancy $236,340.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |