Bridging the gap between institutional risk management and everyday portfolio growth through innovative mutual funds, CITs, and private accounts.
Combines a foundational large-cap stock portfolio with our proprietary Volatility Armor overlay. This strategy utilizes VIX futures and S&P 500 options to proactively mitigate losses during market stress.
An actively managed strategy holding core Nasdaq 100 equities paired with a systematic call-selling program. Designed to generate income while protecting principal.
Designed for 401(k) and defined contribution plans, our tactical allocation tiers allow participants to align their portfolios with specific risk tolerances.
CONSERVATIVE TIER
CUSIP: 57687M390
MODERATE TIER
CUSIP: 57687M416
AGGRESSIVE TIER
CUSIP: 57687M424
Designed for individuals seeking institutional precision in their own taxable or qualified accounts, as well as Investment Advisors looking to manage portfolios and offer tactical solutions directly to their clients. These accounts provide professional downside risk management with a $25,000 account minimum.
Transparency & Direct Ownership
Daily Tactical Adjustments
Risk Overlay & Protection
Non-Correlated Total Return
True portfolio diversification requires assets that do not move in tandem with equities. Our dynamic futures positioning is designed to provide non-correlation during severe market dislocations.
Contact Strategy Specialist