Helping individuals and families build lasting wealth through disciplined investment strategies, transparent guidance, and a long-term perspective rooted in your unique financial goals.
As a seasoned General Securities Representative with over twenty five years in the financial industry, I specialize in large-cap stocks, mega-cap companies, and major cryptocurrencies. My investment strategy combines short-term opportunities with long-term growth, dedicating around 60% of my portfolio to short-term investments and 40% to longer-term positions.
I focus on a diversified portfolio that includes companies known for consistently growing their dividend yield. With a strong emphasis on technical analysis and risk management, my goal is to exceed the S&P 500’s performance annually and deliver reliable results.
Serving clients as a fully licensed General Securities Principal and Representative with FINRA and Nasdaq. Registered as an agent in Texas and California. Responsible for client investment guidance, securities transactions, and compliance with Schwab's supervisory framework.
Managed day-to-day investment operations and client services for an independent wealth management practice, coordinating advisory workflows alongside LPL Financial and Level Four Advisory Services during the same period.
Supported investment advisory operations and client account management within one of the nation's largest independent broker-dealer networks.
Provided operational and client-facing support within a boutique wealth management environment focused on high-net-worth individual planning.
Nearly 15 years at one of America's leading self-directed brokerage platforms. Gained deep experience in securities markets, client portfolio support, options trading, and regulatory compliance across a large retail brokerage environment.
Initially, I'll request that you complete a personal evaluation of your investment situation. Following this, I'll analyze the information from your evaluation to identify investment opportunities that could be profitable for you. My approach is tailored to fit your financial goals and risk appetite, ensuring a personalized strategy that meets your specific needs.
Unlock a wide range of strategies designed to drive your success as a trader. These methods will boost your focus and composure, keeping you consistently ahead of market trends.
All the key details have been compiled to guide you through the fundamentals of trading, including trade setup and various strategies and patterns. You'll develop a strong sense of empowerment and confidence in making savvy financial decisions in U.S. and global markets.
My top priority is ensuring the safety of those who follow my trades. My goal is to provide investors with a secure and transparent trading experience. To accomplish this, I’ve established a robust set of protections by collaborating with thoroughly vetted brokerage platforms. Each broker is carefully assessed for credibility and ease of use, guaranteeing the safety of my followers.
This process will significantly influence your life in many impactful ways. It will encourage you to embrace a new outlook and strategy for managing your finances. True success as a trader demands steadfast consistency and self-discipline. I’m here to guide you toward becoming a financially disciplined individual and a skilled manager of your own assets.
This principle is key to success, and it requires a set of essential tools to achieve it. I have firsthand experience with these tools and will integrate them into your daily practice. I’ll monitor your trading activities every day to promote ongoing skill development and long-term growth in your earnings.
Illustrative model portfolio performance across stocks, crypto, and forex markets (2020–2026). Past performance is not indicative of future results. All data shown represents model portfolio performance for educational purposes only. Investing involves risk, including the possible loss of principal.
Returns shown are gross of advisory fees and net of underlying fund expenses. Model portfolio statistics calculated from 145 weeks of live trading history (2020–2026). Portfolio allocation: Stocks 42.5%, Crypto 35.1%, ETFs 12.4%, Commodities 6.3%, Forex 3.7%. Top copied holdings include TSLA (15.2%), BTC (14.1%), NVDA (9.8%), SPY (7.6%), and ETH (6.0%). Benchmark comparison uses S&P 500 Total Return index. Individual results vary based on account size, timing, risk profile, and fee structure. Maximum drawdown of −23.8% occurred during 2022. This information is provided for illustrative purposes only and does not represent any specific client account. Securities offered through Charles Schwab & Co., Inc., Member FINRA/SIPC.
How markets move and react based on liquidity, momentum, and positioning. Understand the mechanics behind price action across stocks, forex, and crypto.
How to control downside through position sizing, stop-loss placement, and exposure management. Build discipline before placing a single trade.
How to build portfolios with proper diversification and risk-adjusted positioning strategies across multiple asset classes.
How to develop a repeatable investment approach and refine it over time based on performance data and evolving market conditions.
Sarah took the time to understand exactly where I was financially and where I wanted to be. She built a strategy that made sense to me and has consistently delivered. I finally feel in control of my retirement.
As a first-time investor I was overwhelmed, but Sarah explained everything clearly without making me feel judged. She's patient, thorough, and genuinely invested in your success not just managing your money.
Sarah's ability to navigate the 2022 downturn protecting our portfolio far better than the market average was remarkable. Her risk management approach gave us real peace of mind when it mattered most.
The Sarah Evelyn Fic Program is a hands-on mentorship focused on how you make investment decisions. This isn’t a course or a signal service. You work directly with Sarah to review your investment approach and improve the results over time.
The mentorship covers stocks, forex (foreign exchange), and cryptocurrency markets. Instead of focusing on tactics tied to one asset class, Sarah will take you through how markets actually move, how to manage risk on each position, how to evaluate trades and investments, and how to build and manage a portfolio across stocks, forex, and crypto.
Most programs focus on what to look for in the market. Sarah focuses on tailored guidance by working directly with you, not through recorded content or generalized advice. Everything is based on your situation, your goals, and where your decision-making breaks down.
The first step is getting in touch. Sarah will learn your situation, goals, and what you want to improve by asking questions and listening to your responses.
I offer a wide range of services, from helping you select individual investments to developing a profitable trading strategy. With access to a broad array of markets resources - including smart trading softwares and team of market experts, I can assist you in making informed investment decisions based on your financial goals and objectives.