We are seeking additional Limited Partners Investors to expand our Hedge Fund/Private Placement Fund. We are currently running multiple uncorrelated strategies and require more funding to continue adding additional strategies. Our focus includes Volatility and VIX-based strategies and equity investments, including statistical Volatility spreading, hedging, and arbitrage of the VIX Futures term structure in the USA and abroad.
As a leading financial advisory firm, we specialize in growing, managing, and protecting the wealth of aerospace professionals, institutions, as well as family offices, and high-net-worth individuals in separately managed accounts. Our unique approach is underpinned by proprietary research, allowing us to develop custom models and strategies tailored to the specific needs of our clients, across the universe of traditional and alternative asset classes.
By investing with us, you are partnering with a team dedicated to delivering innovative and effective solutions in a dynamic market environment. Join us in our mission to achieve exceptional financial outcomes.
Our financial models are meticulously tailored to meet each client's unique financial situation and goals. As an independent firm, we are not affiliated with any brokerage firms or insurance companies, ensuring our guidance remains ethical, confidential, transparent, and impartial. We are dedicated to constructing and executing models that align perfectly with your needs.
Our Research
We take pride in being “Originators of Research.” As research analysts, we explore and monitor a wide array of asset classes beyond traditional portfolio construction. While traditional investments include stocks, bonds, cash equivalents, and real estate, our expertise extends to non-traditional asset classes. These include but are not limited to, gold and precious metals, industrial metals, energy sources, commodities such as corn, wheat, crude oil, gas, coal, copper, silver, platinum, palladium, lithium, and lumber. We also engage in financial and interest rate derivatives, VIX volatility, private debt and equity, structured products, options, futures, swaps, and FOREX currencies.
Our Approach
We believe there are vast opportunities to capture returns across a broad spectrum of assets, utilizing techniques that significantly reduce risk and diversify beyond the constraints of traditional asset classes. Our models and strategies undergo rigorous testing before any client funds are invested, ensuring reliability and effectiveness.
Portfolio Insurance
We advocate for the inclusion of protective measures in portfolio management to mitigate large drawdowns resulting from significant market events. We do not rely solely on stop-loss strategies, which may contradict the principle of “buying low and selling high.” Instead, we maintain high levels of cash in our portfolios and strategically use derivatives to hedge against steep drawdowns or Black Swan events. During market sell-offs, we may employ leveraged ETFs to capitalize on recovery opportunities, outperforming traditional buy-and-hold indexing strategies. Our strategies integrate risk reduction through spreading, hedging, and arbitrage techniques.
Our Mission
Our ultimate goal is to help you find happiness, fulfillment, and purpose in your financial journey. Understanding your financial pain points, concerns, and aspirations allows us to prioritize what matters most to you. We empower you to pursue your passions and dreams with confidence and determination.
Living your best life means embracing each moment with intention, and savoring the little things that bring joy, whether it’s spending time with loved ones, pursuing a new hobby, or exploring new destinations.
We operate through two distinct entities: a Private Placement Limited Partnership via our Hedge Fund, and a Registered Investment Advisor Service. This dual approach allows us to offer comprehensive and tailored financial solutions.
Contact us today to schedule a consultation and discover how we can tailor our services to meet your unique financial goals.
Thank you for the opportunity!