About Us

My background includes equity, option trading and portfolio management for some of the largest financial institutions in the U.S.

How We Got Started

I desired to be independent and unattached from in-house products and in-house investments.

Products & Services
Did you know that 52% of all Steel, 50% of all cement, 40% of all nickel and 62% of all Cooper demand in the world comes from China. A perfect refe...
Recommendations Given (24)
"Lauren, is very passionate about teaching a younger generation about expressions thru dancing...." Read more "Lauren, is very passionate about teaching a younger generation about expressions thru dancing. She is very good at working with all skill levels. Bill Hackett"
"Sky is an expert in his field and very knowledgeable about all the programs and incentives..." Read more "Sky is an expert in his field and very knowledgeable about all the programs and incentives available in Illinois. If I ever put Solar panels on my roof I would ask Sky to provide assistance. Bill Hackett "
Recent Activity

William from Wave & Breakout L.L.C. Answered this on December 19, 2019
I will start to use Video Marketing to help with awareness in 2020. (more) I will start to use Video Marketing to help with awareness in 2020.

William from Wave & Breakout L.L.C. Answered this on November 07, 2019
Trying to do everything myself.  (more) Trying to do everything myself. 

William from Wave & Breakout L.L.C. Answered this on September 14, 2019
Some main points to cover.... I''would make sure you define, "Who you are". The next part will be to spell out " What you do" and finally with some creativity spend time on " Who you do it for. Three separate parts but all should sum up a nice pitch. Hope that helps.... (more) Some main points to cover.... I''would make sure you define, "Who you are". The next part will be to spell out " What you do" and finally with some creativity spend time on " Who you do it for. Three separate parts but all should sum up a nice pitch. Hope that helps....
1 Reply

William from Wave & Breakout L.L.C. Answered this on August 15, 2019
Chuck,Recessions are always noted after they occur, two quarters of negative growth in the U.S. I do believe our president will resolve issues with China, after all he has negotiated  real estate deals all over the world. Once trade issues are finalized, in my humble opinion,  he will get... (more) Chuck,Recessions are always noted after they occur, two quarters of negative growth in the U.S. I do believe our president will resolve issues with China, after all he has negotiated  real estate deals all over the world. Once trade issues are finalized, in my humble opinion,  he will get reelected. The slow down might occur into his second term...again in my very humble opinion.

William from Wave & Breakout L.L.C. Answered this on May 20, 2019
Have you ever considered joining a professional networking group...? Many of them meet often and give each professional a chance to introduce themselves, showcase a product or demonstrate a skill set. (more) Have you ever considered joining a professional networking group...? Many of them meet often and give each professional a chance to introduce themselves, showcase a product or demonstrate a skill set.

William from Wave & Breakout L.L.C. Answered this on May 15, 2019
I have a very low cost tiered fee schedule that benefits my client base. Not charging any commissions or account maintenance allows for higher total returns. (more) I have a very low cost tiered fee schedule that benefits my client base. Not charging any commissions or account maintenance allows for higher total returns.

William from Wave & Breakout L.L.C. Answered this on May 08, 2019
Joining a professional networking group call BNI. (more) Joining a professional networking group call BNI.

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