A licensed professional of over 25 years, Dan Ascani has provided individual and institutional investors with consulting and investment services ranging from hard-dollar research and forecasting to trading systems and individually managed accounts. Whether for mutual funds, hedge funds, Registered Investment Advisers, or individual investors, Dan’s expertise in developing and executing investment strategies has been recognized by many well-known investment firms.
Since the early 1990s, prominent financial institutions such as the Rushmore Funds (now known as the Capiello-Rushmore Funds), the Rydex funds, the Rogers Raw Materials fund, the Perth Mint of Western Australia, and the Weiss Group (There is no relationship between Kovack Securities, Inc., or Kovack Advisors, Inc,. and Weiss Capital Management, Inc., or Weiss Capital Securities, Inc.)have turned to Dan for counsel and strategy development. Dan’s assistance with strategy development and execution for the initial six Rydex funds helped launch Rydex into a multi-billion dollar fund company used by many investors and investment advisers. Dan’s work with exchange traded funds and hedge funds, including those using gold and other commodities, and his work in providing trading systems to professional money managers, has caused investors to seek out Dan’s services.
Formerly the Executive Vice President of Weiss Capital Management, Inc., a Registered Investment Adviser managing approximately $370 million for private and high net worth investors, and its subsidiary, Weiss Capital Securities, Inc. a FINRA-registered broker/dealer, Dan manages individual accounts and securities brokerage services through his firm, Ascani Wealth Management, LLC. Dan’s holds NASD Series 7, 24, 63, and 65 securities licenses and introduces accounts to Fidelity Investment and National Financial Services, a division of Fidelity, through Kovack Securities, Inc..
Dan has also held a Series 3 commodities license since 1983 and is Managing Director of Gemini Futures, LLC., a CFTC-registered futures Introducing Broker, and Commodity Trading Advisor. Dan’s product development expertise has him providing gold and foreign currency futures management services to clients.
Previously, Dan provided hard-dollar research and proprietary trading signals to private and institutional investors through his firm, Global Market Strategists, Inc., which licenses Dan’s proprietary quantitative model for investing with ETFs to Registered Investment Advisers such as Weiss Capital Management for separately managed accounts programs. As a sub-adviser, Dan is the portfolio manager for three ETF programs in which Weiss Capital Management clients are invested.
There is no relationship between Kovack Securities, Inc., or Kovack Advisors, Inc,. and Weiss Capital Management, Inc., or Weiss Capital Securities, Inc.
Over the years, Dan has been adamant that the key to successful investing comes from listening to the markets. How does one “listen” to the markets? Dan’s method has been to develop models that produce trading signals by analyzing market data mathematically. Dan’s proprietary quantitative models are designed to allow him to get a “better read” on the stock, interest rate, currency, and commodity markets.
By taking in information on the internal condition of the markets, Dan feels he is better able to make trading and investing decisions. It shows in Dan’s money management abilities. His ETF managed account programs have compared very well to their benchmarks. Contact us for more information on Dan’s programs, and on his track record.
* Past performance is no guarantee of future results.