0
Skip to Content
A Modern Approach to Equity Management
Home
About
Contact
Client Portal
A Modern Approach to Equity Management
Home
About
Contact
Client Portal
Home
About
Contact
Client Portal

AGenTech Equities, LLC (DBA AGT Equities) is a registered investment adviser in the State of California. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

The "Options Wheel" strategy (marketed as Derivative Income) involves the use of options, which are speculative and involve a high degree of risk. This strategy utilizes a concentrated portfolio which may result in greater volatility than a diversified portfolio.

Form ADV Part 2A


PDF Link

Privacy Policy

PDF Link