First, as your fiduciary, let’s determine if we’re able to open an account for you!
Investment Horizon: Any investment worth your time should be thoughtfully designed from a long-term perspective and volatility investing is no different. What is your investment horizon?
Risk Tolerance: There are ups and downs involved with any investment. Volatility investing, as its name implies, can be volatile in certain market environments. This may not be suitable if you’re looking for a conservative investment. What type of investor would you consider yourself?
Portfolio Allocation Size: Generally, we ask investors to limit their allocation to 25% of their investable assets. This helps us grow at a sustainable pace and doesn’t put all your eggs in one basket. What is your approximate net worth?
Volatility Knowledge: We trade and invest in a complex landscape. Understanding the fundaments of the VIX index and volatility will make your experience more enjoyable and sustainable. What do you consider your knowledge level of the volatility landscape?
Citizenship Status: Generally, we can only open accounts for U.S. Citizens, Permanent Residents of the U.S./Green Card holders, or individuals holding a current U.S. immigration visa. What is your citizenship status?
Do you hold a current U.S. immigration visa?