ADVERTISEMENT
  • About
  • Contact
  • Testimonials
  • Demographics & Advertising Rates
Thursday, January 21, 2021
Search
    Generic filters
    California Business Journal
    77 °f
    Los Angeles
    57 ° Fri
    53 ° Sat
    51 ° Sun
    50 ° Mon
    48 ° Tue
    50 ° Wed
    • Front Page
    • Business
      • Insurance
      • Real Estate
    • Finance
      claiming gambling losses on your taxes

      Can you claim gambling losses on your taxes?

      Nicholas Yrizarry

      In Perfect Alignment

      Invest-in-Your-Childs-Future

      Start Investing Now For Your Child’s Future

      IMG 8554 - From a “Wish List” to a “Reality List”

      From a “Wish List” to a “Reality List”

    • People
    • Featured
      solar-panels

      The Rising Phenomena of Solar Energy Hits A New Gear in California

      Silicon V Real Instituto

      The Entrepreneurs ‘Angell’

      West Gary, MinTech’s Chief Technical Officer2

      Dust Buster

      Flags-of-the-world

      The Impact of Covid: Racing to Buy Second Citizenships

      Photonic Chip

      The First Photonic Chip Has Arrived. What Does That Mean For Augmented Reality?

    • Technology
      West Gary, MinTech’s Chief Technical Officer2

      Dust Buster

      Plaxonic Technologies Innovate

      Plaxonic Technologies: Leading Innovation

      tech devises of the future - Latest Devices to Make Our Lives Easier

      Latest Devices to Make Our Lives Easier

      hands of business people typing on a keyboard - Should You Start An Online Business: 4 Things To Consider First

      Should You Start An Online Business: 4 Things To Consider First

    • Law
      law books

      Career paths available with a law degree

      background-check

      How Do Background Check Sites Find Your Information?

      hurricane

      Weathering the Storm

      tower-bridge-london-england

      How to apply from the USA to one of the most famous law universities in the UK

    • News
      Reborn Cabinets, Anaheim, Calif.

      BBB Torch Awards Recognize Orange County Businesses

      AB3088

      California COVID-19 Rent Relief Policies Economically Unsustainable

      american-flag

      Dreamers Won Full Restoration of DACA…What Now?

      Airplane Landing

      London Heathrow one step closer to controversial third runway

    • Human Interest
      • Food
      • Art & Culture
    • Education
      Benjy Grinberg

      NEW TODAY … Philanthropy Corner: 7 California Businesses That Support Education

      california-consumer-privacy-act

      How CCPA Has Impacted Businesses

      OIP 2 - Silicon Valley's Celltrio is utilizing the design theory popularized in LEGO building sets to automate lab processes for harvesting cultured cells.

      Silicon Valley’s Celltrio is utilizing the design theory popularized in LEGO building sets to automate lab processes for harvesting cultured cells.

      Reborn Cabinets, Anaheim, Calif.

      BBB Torch Awards Recognize Orange County Businesses

    • Health & Fitness
      The Surprising Link Between Gut Health and Mental Health - The Surprising Link between Gut Health and Mental Health

      The Surprising Link between Gut Health and Mental Health

      Eesha Patel feature

      Multi-Dimensional Reality

      166521182

      One Hour Each Morning for the Remaining 23

      87 CBN vs CBD How Are the Benefits Different - Commonly Asked Questions About CBD Oil in the USA

      Commonly Asked Questions About CBD Oil in the USA

    California Business Journal
    • Front Page
    • Business
      • Insurance
      • Real Estate
    • Finance
      claiming gambling losses on your taxes

      Can you claim gambling losses on your taxes?

      Nicholas Yrizarry

      In Perfect Alignment

      Invest-in-Your-Childs-Future

      Start Investing Now For Your Child’s Future

      IMG 8554 - From a “Wish List” to a “Reality List”

      From a “Wish List” to a “Reality List”

    • People
    • Featured
      solar-panels

      The Rising Phenomena of Solar Energy Hits A New Gear in California

      Silicon V Real Instituto

      The Entrepreneurs ‘Angell’

      West Gary, MinTech’s Chief Technical Officer2

      Dust Buster

      Flags-of-the-world

      The Impact of Covid: Racing to Buy Second Citizenships

      Photonic Chip

      The First Photonic Chip Has Arrived. What Does That Mean For Augmented Reality?

    • Technology
      West Gary, MinTech’s Chief Technical Officer2

      Dust Buster

      Plaxonic Technologies Innovate

      Plaxonic Technologies: Leading Innovation

      tech devises of the future - Latest Devices to Make Our Lives Easier

      Latest Devices to Make Our Lives Easier

      hands of business people typing on a keyboard - Should You Start An Online Business: 4 Things To Consider First

      Should You Start An Online Business: 4 Things To Consider First

    • Law
      law books

      Career paths available with a law degree

      background-check

      How Do Background Check Sites Find Your Information?

      hurricane

      Weathering the Storm

      tower-bridge-london-england

      How to apply from the USA to one of the most famous law universities in the UK

    • News
      Reborn Cabinets, Anaheim, Calif.

      BBB Torch Awards Recognize Orange County Businesses

      AB3088

      California COVID-19 Rent Relief Policies Economically Unsustainable

      american-flag

      Dreamers Won Full Restoration of DACA…What Now?

      Airplane Landing

      London Heathrow one step closer to controversial third runway

    • Human Interest
      • Food
      • Art & Culture
    • Education
      Benjy Grinberg

      NEW TODAY … Philanthropy Corner: 7 California Businesses That Support Education

      california-consumer-privacy-act

      How CCPA Has Impacted Businesses

      OIP 2 - Silicon Valley's Celltrio is utilizing the design theory popularized in LEGO building sets to automate lab processes for harvesting cultured cells.

      Silicon Valley’s Celltrio is utilizing the design theory popularized in LEGO building sets to automate lab processes for harvesting cultured cells.

      Reborn Cabinets, Anaheim, Calif.

      BBB Torch Awards Recognize Orange County Businesses

    • Health & Fitness
      The Surprising Link Between Gut Health and Mental Health - The Surprising Link between Gut Health and Mental Health

      The Surprising Link between Gut Health and Mental Health

      Eesha Patel feature

      Multi-Dimensional Reality

      166521182

      One Hour Each Morning for the Remaining 23

      87 CBN vs CBD How Are the Benefits Different - Commonly Asked Questions About CBD Oil in the USA

      Commonly Asked Questions About CBD Oil in the USA

    Search
      Generic filters
      California Business Journal

      Back To The Futures

      by Rick Weinberg, Editor-in-Chief, California Business Journal
      A A
      Diversified Mgtmt photo 2 - Back To The Futures
      Share on FacebookShare on Twitter

      When investors are seeking alternatives to the S&P, the ideal vehicle with proven success is Futures, Options and Commodities offered by Diversified Management.

      By Rick Weinberg, Editor, California Business Journal.

      While the majority of America sleeps soundly, James Levitz and Thomas Southerland head toward their Santa Monica, California office to begin an intense and exciting day of work at their company, Diversified Management.

      It is 5 a.m. as Levitz and Southerland flip on their computers and begin checking out the state of the world financial markets, as well as the world news, which has a direct impact on how productive their day will be for them and their select list of clients.

      ADVERTISEMENT

      “We are in a war environment,” Levitz says with concern as he glances at the news of the day. “That’s seriously affecting the markets.”

      Diversified Mgtmt photo 2 - Back To The FuturesBoth Southerland and Levitz represent a plethora of knowledge in risk management; they are among a specialized breed of financial consultants that distinguishes them from the widely recognized advisors from such companies as Merrill Lynch.

      But with today’s market volatility, war and general uncertainty, it takes specialists such as Levitz and Southerland to bring together risk management to create portfolio security. It is financial experts like Diversified Management that stand above the crowded investment field and help clients earn money through such vehicles as crude oil and gold.

      While millions of people suffer through the financial ruins of the S&P and NASDAQ markets, Diversified Management clients are sitting back and enjoying participation in the volatile Commodities market on a regular basis.

      Several clients invested $6,000 in gold contracts and two months later they recounted earnings of $17,000, a 300 percent gain.

      That’s the power of Options and Commodity trading, a style of investment still unfamiliar to many people. Yet the pendulum is swinging the other way. Virtually everyone knows about stock trading, mutual funds and annuities, but what’s becoming more and more popular these days is Options, Futures and Commodities trading.

      Approximately five percent of financial brokers and advisors specialize in Options and Commodities, a fascinating and exciting side of the of the financial markets that is an alternative investment vehicle.

      Related

      human-resources-concept

      Op-Ed: The Intersection of HR and Tech to Create Better Workplaces

      January 20, 2021
      Benjy Grinberg

      NEW TODAY … Philanthropy Corner: 7 California Businesses That Support Education

      January 20, 2021
      Load More

      Levitz and Southerland are among the top experts in the field by virtue of their experience, knowledge, and creativity.

      “Jim and Tom are brilliant,” says Michael Newfield, a Diversified Management client who lives in Washington. “They’re far superior to other financial advisors I’ve worked with in the past. Both take a serious personal interest in you and your account. They genuinely care and they take the time to educate you.”

      That’s because options on Futures can create large swings in account values in a short period of time, and Diversified Management works closely with clients to manage the volatility.

      The objective is to “benefit from that volatility by capturing profits made by price changes while controlling the associated risk of such positions,” Southerland says.

      What Diversified Management does is help clients “benefit from upswings by controlling the downswings,” Levitz says.

      Options, Futures and Commodity trading has traditionally been ideal for investors who can handle the risk. Today, all types of investors have jumped into the game. Why? Because of the opportunities to make large percentage returns. Of course, it’s helpful to have experienced advisors like Levitz and Southerland on your side.

      These financial wizards have a combined 40 years of financial trading experience, including valuable floor experience, where all the action occurs.

      B

      oth Levitz and Southerland are former members of the New York Stock Exchange. They have a wealth of financial planning and trading experience, but it’s the excitement of the Futures, Options and commodities side that gets their blood flowing.

      “It’s exciting because the market is always changing and every day is different,” Levitz says. “It’s a great way to participate in what’s going on in the world.”

      It’s also a huge challenge because “I’m always trying to always figure out where the market is going before it goes there,” he says. “It’s   like putting a puzzle together.”

      Southerland loves the Future and Options side of the business because of “the excitement, the financial opportunities and the connection to political and economic events.”

      The bottom line for Diversified Management is getting the job done for its clients, which is what it excels at.

      Newfield, for instance, was up 100% at one point in gold and oil investments. Investing in Futures is different than straight stock trades in that investors purchase an oil or gold “contract.”

      A contract for gold, for instance, costs $2,000, yet it’s worth $35,000, so the opportunity to increase your wealth is magnificent.

      “If you’re right, you’re really right,” Levitz likes to say.

      Say an investor buys 100 shares of AT&T at $17. They’re paying $1,700 for a $1,700 stock. But if they purchase an oil contract, which is $4,000 for 1,000 barrels, the investor is controlling a $40,000 contract.

      There are no schemes, no tricks. It’s simply a matter of having good, experienced consultants like Levitz and Southerland, and being educated about the process.

      These two financial pundits are so effective in their field because of their technical analysis, otherwise known as chart reading.

      “We use patterns of the past to predict the future,” Levitz says.

      The analysis works. After all, charts are objective. They represent past price performance that help illustrate where prices may go in the future.

      “There’s certain chart patterns that give you indications of what will happen in the market,” Southerland says.

      Levitz and Southerland identify those patterns and get to work for their clients, increasing their wealth, sometimes by hundreds of thousands of dollars. However, as any experienced advisor will point out, there are no guarantees.

      Options, Futures and Commodities will remain the core and specialization of Diversified Management, but the firm will eventually evolve into a one-stop financial shopping center by offering stocks, real estate and insurance among a wide array of products and services.

      Editor’s Note: Diversified Management has been sold to a major securities financial institution.

      Copyright © 2013 California Business Journal
      All Rights Reserved

      To view the magazine version of this article, click here.

      [Rick Weinberg is Editor-in-Chief at California Business Journal. He is a well-known journalist, writer and reporter who has worked for the New York Times, FOX and ESPN. He launched CalBizJournal.com to focus on California businesses and business professionals and California business information and news.]

      Tags: AmericaCaliforniaEstatefinancial advisorsfocusFundsgoldinformationinsuranceinvestinginvestmentinvestmentsinvestorinvestorsJimjournalistlynchmerrillmerrill lynchNew Yorkoilportfoliopowerreal estatereportervehicles

      Get real time update about this post categories directly on your device, subscribe now.

      Unsubscribe
      ADVERTISEMENT
      Previous Post

      Secular State

      Next Post

      HEALTHY APPETITE

      Rick Weinberg, Editor-in-Chief, California Business Journal

      Rick Weinberg, Editor-in-Chief, California Business Journal

      Rick Weinberg is Editor-in-Chief at California Business Journal. He is a well-known journalist, writer, reporter and on-air talent who has worked for the New York Times, FOX and ESPN. He launched California Business Journal to focus on California businesses and business professionals as well as California business news and information. Contact: Rick@CalBizJournal.com / 949-648-3815

      WHAT TO READ NEXT

      claiming gambling losses on your taxes
      Finance

      Can you claim gambling losses on your taxes?

      January 18, 2021
      Nicholas Yrizarry
      Finance

      In Perfect Alignment

      December 13, 2020
      Invest-in-Your-Childs-Future
      Education

      Start Investing Now For Your Child’s Future

      December 8, 2020
      IMG 8554 - From a “Wish List” to a “Reality List”
      Finance

      From a “Wish List” to a “Reality List”

      November 22, 2020
      ScamKeyboard
      Education

      5 All Too Common Investment Scams (and How to Avoid Them)

      November 20, 2020
      Credit-Score image
      Education

      Tips to Improve Your Credit Score

      November 20, 2020
      Next Post
      huntingtonharborpix - HEALTHY APPETITE

      HEALTHY APPETITE

      Follow Us

      ADVERTISEMENT

      Categories

      • Art & Culture
      • Business
      • Editor's Choice
      • Education
      • Featured
      • Finance
      • Food & Dining
      • Health & Fitness
      • Human Interest
      • Insurance
      • Law
      • Marketing
      • Medical
      • News
      • People
      • Popular
      • Real Estate
      • Social Media
      • Technology
      • Uncategorized

      CBJ Partner Firebrand Media

      Laguna Beach Independent Newspaper

      Laguna Beach Magazine

      Laguna Beach City Guide

      On The Menu Laguna Beach

      Newport Beach Independent Newspaper

      Newport Beach Magazine

      Newport Beach Country Club Magazine

      Coastal Real Estate Guide (NB,LB, CDM)

      Montage Magazine

      Monarch Beach Resort Magazine

      Pacific Coast Magazine (SoCal)

      Omni Escapes Hotel Magazine

      Sea Island Life Magazine

      Salamander Hotel & Resorts Magazine

      Bespoke Concierge New York

      Evans Hotels

      View our entire portfolio here

      ADVERTISEMENT
      ADVERTISEMENT
      Facebook Twitter LinkedIn LinkedIn Instagram
      C B J   LOGO  SVG-01
      • About
      • Contact
      • Testimonials
      • Demographics & Advertising Rates

      Newsletter

      Top Stories

      • Judge gavel, scales of justice and law books in court

        Lawsuit Basics: How Much Does It Cost to Sue Someone?

        0 shares
        Share 0 Tweet 0
      • REPORT: TECH GIANT CISCO ABOUT TO LAY OFF 14,000

        0 shares
        Share 0 Tweet 0
      • The DealMaker

        0 shares
        Share 0 Tweet 0

      Latest Articles

      human-resources-concept

      Op-Ed: The Intersection of HR and Tech to Create Better Workplaces

      January 20, 2021
      Benjy Grinberg

      NEW TODAY … Philanthropy Corner: 7 California Businesses That Support Education

      January 20, 2021
      california-consumer-privacy-act

      How CCPA Has Impacted Businesses

      January 20, 2021

      California Business Journal | California Business News, California News Media, California business articles | Orange County, Los Angeles, San Diego, Inland Empire, Northern California, San Francisco | Huntington Beach CA 92649 | (949) 648-3815
      ALL RIGHTS RESERVED BY CALIFORNIA BUSINESS JOURNAL.
      Site Design by 1REALTOUR

      Search
        Generic filters
        • Front Page
        • Business
          • Insurance
          • Real Estate
        • Finance
        • People
        • Featured
        • Technology
        • Law
        • News
        • Human Interest
          • Food
          • Art & Culture
        • Education
        • Health & Fitness

        California Business Journal | California Business News, California News Media, California business articles | Orange County, Los Angeles, San Diego, Inland Empire, Northern California, San Francisco | Huntington Beach CA 92649 | (949) 648-3815
        ALL RIGHTS RESERVED BY CALIFORNIA BUSINESS JOURNAL.
        Site Design by 1REALTOUR

        Do NOT follow this link or you will be banned from the site!