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Skills

  • Derivatives
  • Economics
  • Financial Analysis
  • Option Trading
  • Risk Management
  • Stock Trading

Services

  • Stock/Option Trading Expertise

    $50/hr Starting at $50 Ongoing

    Dedicated Resource

    Can apply Statistics-based Options Trading Strategies to generate excess returns, passive income, and to also hedge against tail risk and market crashes. I am a seasoned derivatives trader and portfolio...

    DerivativesEconomicsFinancial AnalysisOption TradingRisk Management

About

My name is Isaac Serrata and I am a full-time Fund Manager for a private family. I have considerable experience in portfolio management, private equity and deal placement, derivatives trading, financial analysis, hedging procedures and risk management, as well as short term and long term security investments. I am a former Investment Banking professional and have an MBA, Finance with an undergrad focused in Economics and Public Administration.
I have managed and worked with numerous organizations across three different continents given six years served in the U.S. Army and provide periodic consultation for non-profits and startup companies.
For those curious, given my age and preferred investment timeline, I prefer to reinvest nearly all profits and fees from the fund that I manage back into the fund. Due to this, I have decided to seek additional income in the form of freelancing. That said, I'm sure you'll find my ~10 years of experience in investing and trading most worthwhile!