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ABOUT US
Ken Trester
Jeff Carter
The Company

 

Jeff Carter began as an investment advisor in 1986. He has worked side by side with Ken Trester for more than 10 years. His "safety first" outlook served him well through the Crash of 1987 and has been serving him well ever since.

Jeff’s Strategies 

Jeff’s options investment success is a simple, three-pronged strategy.  

First, he identifies stocks that are undervalued and have little downside risk. 

Then he uses timing indicators that tell him when the market is reawakening to the stock and the odds of a prolonged uptrend have increased.

Next, Jeff looks for LEAP options on the stocks that are undervalued according to Ken’s pricing models. He also looks for a fundamental undervaluation by comparing the LEAP’s breakeven price with future price estimates for the stock. Finally, to reduce risk even more and magnify your return, 

Jeff recommends shorter-term "covered calls" to sell against the LEAP positions. In the past Jeff has been able to reduce a LEAP’s purchase price down to zero using this tactic. In other words, you ended up getting what amounted to as a "free" investment.

More About Jeff Carter

Jeff has been a guest speaker at Ken Trester’s investment seminars as well as at investment conferences throughout the country. He has also edited several successful financial newsletters, and has a unique ability to whittle complex investment terminology found in the options market into simple English. 

Jeff holds an economics degree from the University of California (Davis).

 

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