OUR TEAM

Stuart Barton, PhD, CFA

Managing Partner

Justin Young

Managing Partner

David Juday

Portfolio Manager

Jim Carroll
Jim Carroll
Advisory Board
Vance Harwood

Advisory Board

Investments

WHAT WE DO

Consulting

Emerging Managers

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 $100,000 and all account types including retirement accounts are accommodated.

LEARN MORE

What is Volatility Investing?

Volatility Investment Case

IN THE PRESS