Timothy R. Merrill, Jr. Email & Phone Number

Star Capital Inc. discovered wealth advisors and their clients'​ increasingly want to have more options and easier access to decision makers on their accounts. As an RIA we speak to advisors and their clients in terms of their overall goals and objectives, but also afford them the opportunity to speak directly with the money manager to make sure determined goals are in alignment. We create portfolios using individual stocks, etfs and mutual funds. It is of the utmost importance that we cover the spectrum of what goes into our clients'​ portfolios. Many times our portfolios are constructed around core positions which in many cases, I as the CIO and portfolio manager devise ways to mitigate risks. Star Capital Inc. currently manage (7) tactical portfolios that include Aries, Phoenix, Gemini, Orion, Pisces, Sagittarius and Taurus. In addition, we also design passive model portfolios for suitable investors. We pride ourselves in providing an experience that is by nature progressive business in today's changing landscape of money management.

Houston, Texas, Us

Strategic Tax and Retirement is a business partner of STAR Capital Inc.I maintained a dual registration for the purpose that NEXT Financial Group is designed to maintain appropriate compliance oversight of STAR Capital Inc. Securities offered through Next Financial Group, Inc. Member FINRA/SIPC Investment Advisory Services offered through NEXT Financial Group, Inc. and STAR Capital Inc. STAR Capital Inc. is not an affiliate on NEXT Financial Group, Inc.

Established strategies for companies and individuals to plan for their financial futures by offering information and guidance on topics that include investments and insurance decisions.

New York City, Us

Provided combination technical/fundamental analysis of commodities and futures markets to clients. Utilized chart pattern recognition using Fibonacci Ratios to create profitable strategies while mitigating risks, confirming long term recommendations with fundamental analysis. Kept customers abreast of developing chart patterns in markets though regular emails. Reviewed monetary policy figures and charted points, analyzing potential risk, developing strategies and determining action (e.g., holding position, buying long, selling short). Refined proficiency in all major technical analysis methods.

Managed book of business; provided sales and brokerage services to high net-worth client base. Developed comprehensive business/trading plans and strategies to assist clients in reaching long and short term financial objectives, improve demeanor in market and maximize return on investments. Regularly consulted with international corporations to provide education on validity of utilizing spot market as means to hedge worldwide currency accounts; explained alternative investments to aid high net-worth individuals in diversifying portfolios in foreign currency.

Mascot, New South Wales, Au

Appraised precious metal commodity markets, anticipating fluctuations and advising clients when to exercise sale of pooled amount; monitored account volumes and commodities market to ensure proper rebating. Directed sales process from presentation to closing. Secured quotes; negotiated and managed client contracts. Managed assets to maximize return on investments; directed nationwide corporate asset reclamation process. Devised and initiated successful marketing strategies to expand product usage and increase sales.