Capital Preservation First

Systematic options income, in an account that stays yours.

We run a disciplined, rules-based options strategy on broad market indices inside your own Interactive Brokers account. You keep custody and control. Capital preservation comes first, on every trade.

Funds held in your name at IBKRTrade-only access, no withdrawal authorityRules-based, systematic execution

0%

Performance fee

Charged only on realized profits

$0K

Minimum investment

USD 200,000+ recommended

~0%

Annual growth target

Target only, not guaranteed

0%

Funds in your name

Held in your own IBKR account

Why No Loss Trading

Built on Discipline, Powered by Data

Three principles govern every decision we make on your behalf.

Capital Preservation

Disciplined risk management and downside control. We prioritize protecting your capital above all else.

Data-Driven Strategies

Advanced analytics, option chain data, and systematic execution powered by quantitative research.

Full Account Control

Your funds stay in your own Interactive Brokers account. We have trade-only access with no withdrawal authority.

The Process

How It Works

A simple, transparent process that keeps you in control while we handle the trading.

01

Open Your IBKR Account

Your funds stay in your name at a regulated brokerage.

02

Grant Trade-Only Access

We execute trades. We cannot withdraw your funds.

03

We Execute Your Strategy

Every trade appears in your account in real time.

Growth Portfolio

Accelerated Capital Growth

Target: ~20% annual growth (not guaranteed)

The Growth Portfolio seeks to safely compound capital. We focus on broad market indices and leverage the power of systematic options strategies to enhance returns.

Instruments

We trade options primarily on major index funds and ETFs: SPY, QQQ. This avoids concentrated single-stock risk. In addition, we selectively allocate a limited portion of the portfolio to leveraged index ETFs such as UPRO and TQQQ to enhance return potential within defined risk limits.

Growth Drivers

  • Selling cash-secured put options on broad market index ETFs
  • Generating income through covered calls on existing index positions
  • Capturing long-term capital appreciation from core index holdings
  • Earning interest income on unallocated cash balances
Discuss the Growth Portfolio

Fee Structure

15%performance fee

Charged only on booked, realized profits. If there's no profit, there's no fee.

No hidden fees. Full transparency.

Minimum Investment

USD 75,000

Recommended: USD 200,000+ for optimal diversification

Run the Numbers

Growth Projection

Adjust the sliders to see how capital could hypothetically compound at our ~20% annual target and how that compares to a typical savings rate.

$200,000
$75K$1M
5 years
1 year10 years

Projected Value

$497,664

in 5 years at the ~20% annual target

vs $255,256 at 5% (typical savings)

~20% annual target5% (typical savings)
$0$125K$250K$375K$500KYear 0Year 3Year 5

Hypothetical illustration only. The ~20% figure is a target, not a guarantee. Options trading involves significant risk, including possible loss of principal.

Who We Serve

Designed for Investors Who Value Discipline

Our strategies are designed for investors who value discipline, transparency, and evidence-based decision making.

Professionals & Executives

Busy individuals who want their capital working without the time commitment of active trading.

Retirees & Near-Retirees

Those with significant savings seeking growth to supplement retirement.

International Investors

Global investors comfortable with Interactive Brokers looking for systematic US market exposure.

Minimum Investment: USD 75,000|Recommended: USD 200,000+ for optimal diversification

Track Record

See how the strategy has performed

Review our track record against matched benchmarks, with monthly history and the assumptions behind every figure. Past performance does not guarantee future results.

Ready to put your capital to work?

Book a call to talk through a managed account, how the strategy fits your goals, and what getting started looks like.