ABOUT CPM

Founded by Bill Cara and registered in November 2008 with the US Securities and Exchange Commission, CARA PORTFOLIO MANAGEMENT LIMITED was created to offer direct access to low-cost investment portfolio strategies using Segregated Managed Accounts (SMAs) at Interactive Brokers. Renowned for his insightful market analysis, equity research, and advocacy of free capital markets and social equity, Bill is committed to providing exceptional portfolio management for our clients. Unlike large institutional investment firms that resort to cookie-cutter equity funds, our portfolios rely exclusively on a combination of the time-proven experience and expertise of Bill Cara as well as the support of automated decision models he spent many years developing.

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Bill Cara

CEO

Bill Cara

Mr. Cara has over 40-years experience working in financial markets and holds BBA and MBA degrees plus practiced for many years with CA and CMA accounting designations. His global reputation as “The Trader Wizard” is described in his Amazon.com bio. He was co-founder and Responsible Person for the initial Canaccord Capital office in eastern Canada, and co-founder, system designer and Responsible Person for the start-up of Qtrade Investor, the electronic broker annually rated #1 by Canada’s Report on Business.

He was employed by Dominion Securities Investment Management, DS, Housser Securities (as EVP) and Dean Witter. He has been an expert witness for the Canadian Securities Administrators on electronic trading and for the Senate of Canada Banking Committee. He participated on a committee of the Securities and Exchange Commission of the United States, where has been registered as an investment advisor since 2008. Named Forbes magazine “Favorite Trading Blog”, he has received accolades from Barron’s, Business Week, and Wall Street Journal.