Targeted Return Strategy
Blending an option-based strategy with a globally diversified portfolio that’s specific to you.
A portfolio with a built in hedge.
We start with a balanced globally diverse portfolio that participates in market gains and protects against market losses that range from 10% to 25%. We have strategies that make a positive return when the market declines within a range and time frame.
All the portfolios we design, implement, and manage are held by Interactive Brokers an independent custodian. We do not take custody of your assets. All securities are liquid and there are no lockup periods.
A strategy designed specifically for you.
We build your portfolio based on your needs and risk tolerance. If you are close to retirement and are more conservative we will manage your account with more protection. Our younger investors may want to take on more risk but may still choose to use our hedging options.