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We Succeed Because We Are:

1.      SMART – EVERY TRADE IS AN A+ TRADE, RISK MANAGEMENT IS KEY

2.      FOCUSED – WE KNOW FUNDMENTALS AS WELL AS TECHNICALS

3.      CREATATIVE – TRUE WEALTH IS CREATED

4.      CONFIDENT – A MINIMUM OF 70% OF TRADES ARE WINNERS

5.      GOAL ORIENTED – HAVE SPECIFIC WEEKLY AND MONTHLY TARGETS

Our Team:

Jerold Adair – Managing Director - (jadair@ Xcel-Investments-LLC.com) – responsible for company oversight, vision and direction.  Also functions as Chief Trader and is responsible for day to day trading direction.  While we are not legally able to make any trade recommendations  you can follow his personal Twitter account @makesurich.


Colby Adair – Director of Marketing


 

Renee Bacon – Office and Staff Manager (xceladmin@Xcel-Investments-LLC.com)


 
   
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