Balanced Volatility Strategy
FAQs
Volatility Investing Made Simple
In The Press
Leadership
Leadership
Leadership
YOUR VOLATILITY MANAGER
We are not a Hedge Fund. We are an award winning asset manager registered with the SEC offering you an asset class traditionally dominated by Hedge Funds and the ultra-wealthy. Our trades and performance are reported to you in real time, you have intraday liquidity, your assets are held at TD Ameritrade, and you have no lock-up period. We consider both accredited and non-accredited investors.
OUR TEAM
Stuart Barton, PhD, CFA
Chief Investment Officer
David Juday
Portfolio Manager
Justin Young
Chief Executive Officer
Vance Harwood
Advisory Board
Chang Kim, CFA
Chief Operating Officer
Jim Carroll
Advisory Board
Asset Managers
We offer Separately Managed Accounts to Hedge Funds, Family Offices, and Institutions. Whether your investments already includes volatility exposure, or you are looking to add alpha, we can help you improve your risk adjusted returns or deliver you a low maintenance, simply packaged solution.
WHO WE SERVE
Advisors
We offer Separately Managed Accounts to fellow advisors to give their clients access to volatility specialists who can answer complex questions and help develop client understanding of volatility investing. Our fees are tailorable to meet your existing fee structure.
Individuals
We offer our volatility strategies directly to individual investors in all US states as well as most countries across the globe. We typically require a minimum investment of $250,000 and all account types including retirement accounts are accommodated.