Our Story

Our Story

Why did we start Serpent Stock?

The problem is education in topics like personal finance, borrowing, investing, and economics is either absent or not properly taught. People are meant to rely on various sources that may or may not be credible. This is why we created Serpent Stock, to increase financial literacy rates. We are well aware that trust is not something immediately given but built over time. We're committed to providing material in the previously mentioned topics for beginners all the way to the advanced. We want to make finance approachable. By building on the foundations ultimately, we want to give you the confidence to handle your own finances, including investing.

Our goal is to help our members create their own investment philosophy. A great place to start is to check out our investing styles page. Having your own philosophy allows you to develop a method for investing and stick to a plan for the long term despite the current economic climate. The economy and stock market will each go through cycles with one often affecting the other. There are numerous ways to approach investing when you are in control and it’s a challenge for individuals to interpret what information is notable and what is just noise. Through our subscription services our team strives to provide you with relevant financial information to make your own investment decisions all while reducing mistakes.

Why Choose Serpent Stock?

You should use Serpent Stock if getting quality education on which investments are most likely to exceed over the long term appeals to you. Our stock and ETF selections don’t come from “a friend of a friend”. They don’t come from a “hot tip’. They come from extensive research and decades of market experience through all sorts of ups and downs. Our fundamental analysis will help you learn how to identify opportunities and assess risks in the market. Our service allows you to become your own investor and build your portfolio to achieve results. Subscribe to Serpent Stock only if you are interested in purchasing stocks or ETFs and looking for a competitive advantage. Investing can be a very overwhelming venture, would it be a bad idea if you had some help?

We Have Decades Of Experience

serpent stock

About The Founder

Cole is the leader of Serpent Stock having developed financial and investment skills over nearly a decade in the industry.

Through his career in financial management, he has attained the Certified Financial Planner (CFP) designation. Cole has a degree in Economics and has completed numerous securities courses including retirement planning, wealth management, and derivatives.

He has worked at multiple financial institutions during his career helping clients at all levels of the investment process. Having managed tens of millions of dollars for hundreds of clients he noticed there was an underserved market. It was common practice for people wanting to be more independent with their approach.

Unfortunately, guidance on individual stocks and ETFs simply wasn’t available to the majority of clients. There was an obvious need for the average investor that was not being met. Circling back to our purpose at Serpent Stock, this is why Cole created the community. To improve independent investors’ skills and give control back to the investor.

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Empower your investments

Our Investment Philosophy

An investment philosophy is a coherent way of thinking about how markets work and how they might be incorrectly priced. There are several philosophies that co exist in the market place. There is no right or wrong philosophy. Knowledgeable investors should clearly and cleanly articulate their investment philosophy. The more clearly they can explain it, the more likely they will be able to execute it consistently and successfully, and the better an investor can correspond their philosophy and risk tolerance with their portfolio.

Here at Serpent Stock our investment philosophy is simple. Our selections are centered around the idea that we are assessing a business as oppose to historical prices and statistical trends. We focus more on the fundamentals of a stock rather than technical factors. We do not look to time the market meaning we are less concerned on whether the market is at a low or high versus if the business has a viable long term model.

We take aspects such as management, growth prospects, potential risks, cash flow generation, financial status and competitive advantages into consideration. When we make our choices, we intend to hold the stock for 3+ years and ideally forever. Having said that, we realize that things in a business will change and if those changes put the stock outside our criterion we will issue a sell alert. This philosophy allows us to stick to a plan that provides long term winners for our members.

We urge members to remember that market downturns are a natural part of economic cycles. Stocks never go up in linear fashion, if they did the investment advice industry would be unnecessary. We also highly suggest investing money you do not need for the short term. As mentioned one of our main ideologies is long term investing so if you need to use the funds within 3 years, don’t invest them.

Another very important aspect of our philosophy is diversification. You’ve heard the saying “Don’t put all your eggs in one basket”. Be sure to have multiple securities in your portfolio. The reason being that various sectors perform differently in a given market. Diversification is a great way to mitigate risks.

Transparency within our services is also key. We will provide a history of all our selections so you can view not only our winners but our losers as well. It is a reality of investing that certain picks may not work out for various reasons and again if we see no path to a recovery, we will issue a sell alert.