Services — Marketswave

Markets Access

Trading

In a world that's always changing, there's always an angle. Trade stocks and more with advanced tools, data, and low commissions.

Our trading offering covers the full spectrum of liquid markets, enabling clients to participate with institutional-grade tools and oversight.

170+ tradable cryptocurrencies

Access real-time sub-day intervals, candlestick views, and technical indicators — moving averages, RSI, VWAP, and more — to time entries and exits with confidence.
View your watchlist, holdings, and pending orders alongside your chart. Use the dedicated panel to track positions and modify open orders without losing context.
Trade Bitcoin, Ethereum, Solana and 170+ other coins, held through insured custodial partnerships designed to protect your assets against theft or loss.
Active traders could save more than $4,200 a year on commission fees versus the big banks. Enter your monthly trades to see how much you could save by ditching the big guys.
Access major currency pairs alongside your core holdings — no separate account, no added complexity, just built into your existing portfolio.
Execute your market strategy with precision thanks to covered calls, secured puts, and multi-leg options, like vertical and calendar spreads.

Core Offering

Discretionary Fund Management

Strengthen your investments beyond public markets with a mix of private credit, private equity, and private infrastructure.

Discretionary management lets a qualified team handle the full investment process so you can focus on your life and business rather than day-to-day markets.

$10,000 minimum investment

Unlock broad private market exposure with an asset mix designed to perform through market ups and downs. Private equity 40%, Private infrastructure 35%, Private credit 25%.
Each asset class carries its own risk profile. Past performance is not indicative of future results. Marketswave reviews all investments for client suitability; if you don't meet the criteria, we'll redirect you to a more appropriate product.
Each of the asset classes plays a different role. Private equity focuses on growing businesses, private credit generates income through lending, and infrastructure provides stable, often inflation-linked cash flows. Together, they can help diversify your portfolio and reduce your reliance on the fluctuations of the public markets.
With our management we cut down on fees, keeping the portfolio running efficiently at low cost.
The minimum is $10,000, but the right amount depends on your overall financial situation. Private markets should generally represent a portion of a diversified portfolio — not your entire investment. That's why we've built in guardrails, including an investment limit based on your overall assets. Most institutional investors allocate between 20-30% of their total portfolio to private markets.

Life Stage Planning

Retirement Planning

A simple way to draw down your retirement savings.

Effective retirement planning begins with clear targets and then builds the investment and savings framework required to support them.

$25,000 transfer-fee reimbursement

Keep growing, tax-deferred — Your retirement investments keep compounding on a tax-deferred basis. Withdrawals are treated as taxable income when you take them.
A structured drawdown lets you keep your nest egg invested and growing while turning it into the income that funds your retirement, without giving up the tax advantages you spent decades building.
Required minimum distributions — Most tax-advantaged retirement accounts require you to begin withdrawing by a certain age, with the required amount increasing gradually over time. We help you plan around these thresholds well before they apply.
We'll automatically reimburse the transfer-out fees charged by your brokerage when you move at least $25,000 to us.
Income splitting for couples — Retirement income can often be shared with a spouse or partner to help lower your household's overall tax bill — one of several strategies we build into your plan.

Operational Resilience

Supply Chain

End-to-end coordination of planning, sourcing, production, delivery, and returns as one integrated system.

A supply chain is a complex logistics system that consists of facilities that convert raw materials into finished products and distribute them to end consumers or end customers, while supply chain management focuses on the optimization of the flow of goods within the supply chain's distribution channels to ensure efficiency.

One integrated system

Coordinate planning, sourcing, production, delivery, and returns as one end-to-end system
Use timely data and strong forecasting to control inventory, reduce waste, and respond quickly to demand
Build dependable supplier relationships while avoiding overreliance on one supplier or region
Protect quality through clear standards, supplier oversight, and continuous process improvement
Balance efficiency with flexibility and resilience instead of optimizing solely for the lowest inventory or cost

Cash Management

High-Yield Savings

Accounts designed to pay substantially more interest than conventional savings while keeping cash accessible.

Need an emergency fund? Waiting on a market moment? Park your savings in an account that grows your cash faster than at any of the big banks.

$250,000 FDIC protection

Features like fixed deposits and insured pockets — all free. Move it in to grow it, move it out anytime. Because moving your money shouldn't cost you money.
Free means free. Open and fund an account in minutes, with no paperwork or surprise costs — only savings that grow from day 1.
Deposits at an FDIC-insured bank are protected up to $250,000 per depositor, per institution and ownership category
Fees, withdrawal limits, and minimum-balance rules vary by institution and can reduce effective earnings
Compare APY, balance requirements, monthly fees, and access methods — not APY alone — before opening an account

Strategic Growth

Business Consulting

We help turn ambitious ideas into structured, scalable, and real-world results, with the right strategy, the right partners, and the right next steps to achieve sustainable growth and lasting business value.

Our investment professionals specialize by asset class, geography, and investment strategy, producing the research, the precise due diligence and the analysis that realize each client opportunity. They're part of a service team we dedicate to each client, offering a full suite of capabilities or customized selections to complement the client's strengths and coverage.

Dedicated sector expertise

We get the fuller picture on investments and GPs through our dedicated sector coverage teams and the rigorous analytics provided by our proprietary database and performance reporting systems.
Every opportunity comes with operational risk. Which is why we rigorously examine the sponsor's existing policies and controls, measuring them against current industry best practices.
Connect you with the right partners, capital sources, and operational resources to execute
Establish scalable systems and processes that support growth without adding unnecessary complexity
Focus on decisions that compound into real, lasting business value — not short-term wins