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?
contact@investinvol.com
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Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Carefully consider the investment objectives, risk factors, charges and expenses before investing. Invest In Vol, LLC (IIV) is the investment advisor for the separately managed accounts (SMAs) and advisory services; it provides investment advisory services to clients and does not sell securities. For a more complete description of our business, Form ADV 2A with accompanying brochures, and disclosures & definitions click here.

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 IIV owns a minority interest in the ETF issuer Volatility Shares LLC (VS). VS is registered with the NFA as a Commodity Pool Operator and is the sponsor of VIX linked ETFs. IIV may incorporate ETFs sponsored by VS in its strategies for clients. In this case, IIV may be indirectly compensated for holdings in ETFs sponsored by VS. IIV and VS also shares some common ownership, supervised persons, and a physical location.

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*The IIV Smart Vol Strategy was ranked number one in the Stock Index category, number two in the Systematic Traders category, and number two in the Short Term category BarclayHedge for 2020. Managers are ranked and nominated for awards based on quantitative data collected and analyzed by BarclayHedge for various award categories. IIV does not pay BarclayHedge for inclusion in rankings or nominations. Past account performance is not indicative of future results and individual account performance may vary. BarclayHedge makes no representation or warranty of any kind regarding the adequacy, accuracy or completeness of any information used in its rankings. No award should be construed by clients or prospective clients as a guarantee that they will experience a certain level of performance if engaged or continue to be engaged, nor should they be construed as a current or past endorsement of IIV by any of its clients. A more complete disclosure is available here: https://www.investinvol.com/disclosure.

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