The Process
How It Works
My advisory model keeps you in control. You own the account, I provide the strategy and the specific recommendations, and nothing happens out of your sight.
The Advisory Model
I work with each client one-on-one, on an advisory basis. You open and own your own brokerage account at Interactive Brokers, one of the world's most trusted and regulated brokerages.
Your money is never pooled with anyone else's and never leaves your account. I provide an options strategy and specific recommendations, following a consistent, rules-based approach.
This setup keeps everything visible and adds real regulatory protection. Your capital stays in your name and under your control.
No Pooled Funds
Each client's capital is held separately
Your Name on the Account
Funds held at Interactive Brokers in your name
Real-Time Transparency
View every trade in your IBKR account anytime
Step by Step
Your Onboarding Journey
From the first conversation to ongoing advisory, here's what to expect.
Introductory Call
Introductory Call
I discuss your financial goals, risk tolerance and time horizon.
Open an IBKR Account
Open an IBKR Account
I help set up your own Interactive Brokers account (or use an existing one). Your funds remain in your name at a regulated, tier-one brokerage.
Ongoing Advisory
Ongoing Advisory
I provide the strategy and specific recommendations, watch the markets, and keep everything visible to you.
Periodic Reporting
Periodic Reporting
You get a clear statement every month.
Safeguards
Security & Transparency
Protecting your money is the whole point.
Your Funds Stay in Your Own Name
All capital remains in your personal Interactive Brokers account. I never hold or pool client funds.
I Cannot Withdraw Your Money
I have no ability to transfer, withdraw, or move your money anywhere. Only you can move your own funds.
Full Real-Time Visibility
Log into your IBKR account anytime to see every position, every trade, and your current portfolio value.
Fees & Alignment
My fee is simple, and it only works when you do. I charge a 15% performance fee only when your account makes a profit. No management fees, and no hidden charges.
15% Performance Fee
Charged only when you profit. No profit, no fee.