• Institutional
  • Individual

Your Money Works Harder
and Smarter For You at Calabash

Start Investing in YOU Today

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Proven Strategy

Our investment philosophy is backed by decades of research. Our value based momomentum investing We take a medium term view and capitalize on price inefficiencies when we find them.

Maintain Control

We believe that people's money should work as hard for them as they worked to earn it. We work with each client to maximize capital appreciation

Manage Risk

We understand risk and we work hard manage it well with the aid of technology. We are as persistent, patient and diligent about managing your money as we are about ours

Fast and Easy Sign-up

We know how painful and time consuming it can be to open an account
We made it easy. Open an individual, joint or IRA account now!

Step: 2

  • Answer a few questions about your
    financial needs and goals

  • Calabash builds a recommendation
    based on our core values of long
    term wealth creation.

  • You may change the plan at anytime

Step: 3

  • Create your account – in your name at the
    custodian (Interactive Brokers)

  • Fund your account by wire or by
    transfer of securities

  • Link your Calabash account to your
    checking account for easy direct ACH transfers

Step: 4

  • We start managing your money

  • Log in anytime to track progress and
    see how your accounts are doing

  • You will receive a comprehensive
    quarterly review detailing your
    portfolio’s performance

Get the returns
you deserve

Our approach to short term and medium -term investing focuses on maximizing capital appreciation while managing risks and costs.  This approach results in a diversified portfolio, higher returns and better lives for our associates and our clients.

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Maintain Control of
Your Account

We are professional money managers and not a hedge fund, we manage your money in your account but you maintain control at all times.  Because we are biased towards complete transparency, you will always know our fee structure and your account performance through frequent communication.

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Complete Transparency

Get a clear view of your account balance and transaction costs by logging in viewing your account.  Our simple and easy to understand fee structure will be reported and updated frequently.

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