About us
PRISM TRADING INTRODUCTION

Thank you for your interest and welcome to our website.  We hope you will enjoy  exploring our broad range of services.  Please don’t hesitate to contact us if you have any questions or want additional details of our services.

PRISM Trading Advisors, Inc. (PRISM), is a privately held firm based in Sugar Land Texas.  PRISM is not in the business of providing specific investment advice and not a registered investment adviser.  PRISM services, research and tools, are designed and implemented for educational and research and consulting purposes only.  PRISM is a proprietary research, consulting and educational service firm specializing in the areas of:

  • Technical analysis of securities, currencies, interest rates, futures, commodities, exchange traded funds (ETFs), bonds, notes and mutual funds.
  • Options analysis of the above including: volatility, spreads, and options pricing.
  • Risk management and dynamic hedging for portfolios and core positions.
  • Development and continuing education of the professional trader, speculator, andhedger.

To whom do we cater to?  The following represents some of the more mission-critical end users of PRISM research, consulting, and educational services:

 

  • For professional and individual retail traders:

    • PRISM maintains ongoing continuing educational services in association with the Market Technicians Association (MTA) to help traders successfully complete the rigorous MTA certificate designation program (3-5 years).  PRISM remains active in the Houston MTA Chapter meetings held throughout the calendar year.

    • PRISM provides consulting and research services for trading systems analysis, critical back-testing and auditing.

    • PRISM provides for critical high performance-based trader development in the areas of psychology, stress management, money management, journal tracking, disciplined and systematic briefing and debriefing of trading plan execution cycles.

  • For portfolio managers, financial planners, advisers, brokers, and wealth managers:

    • PRISM provides educational and research services in the areas of bet size management, volatility and risk management of portfolios and core positions.

    • PRISM provides for the introduction and education in the use of options and derivatives to provide risk management matrix overlays to existing portfolios.

  • For PRISM end users of commodities, currencies, interest rate instruments, energy products:

    • PRISM provides educational and research services to end users of products traded in a marked-to-market real-time exchange(s) to help offset and mitigate risk exposure in existing positions.  PRISM provides educational and research services to back-test and implement risk management overlay plans using derivatives.

    • Import-export businesses that have exposure to currency fluctuations.

    • Airlines, shipping, delivery, trucking, energy businesses that have ongoing exposures to rising fuel prices.

    • Farmers, grocers, food and restaurant companies, agricultural companies, that have ongoing exposure of increasing commodities and foods prices.

    • Mining companies and refiners that have exposure to rising energy and metal prices.