Your Partner in Options-Based Strategies and Shared CIO Support.

Two areas where we've led rather than followed. Built around your client, not around a model — tailored strategies and support to deepen the trust and confidence of those relying on your guidance.

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A hands-on way to help advisors help clients

Five ways we plug into your practice.

Managed Portfolios

Portfolio Level

The Impact Series core models plus complementary sleeves — individual stocks, conservative income, purchasing power, and buffered exposure.

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Option Overlay Services

Position Level

Income, transition, hedging, and credit solutions — built one client at a time around a specific position, basis, and timeline.

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Active ETFs

Position Level

Active option-based strategies an advisor can hold directly and use as asset allocation building blocks.

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Shared CIO Services

Practice Level

Custom co-managed portfolios, regular commentary, individual security research, HNW case support. Expand your team overnight without expanding your payroll.

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Operations Support

Operations

High-touch trading, middle and back office, and technology that takes administration off your desk.

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Think different — be different

Focused on the Highest Compounded Annual Growth Rate. Not the highest risk-adjusted return.

Most portfolios are optimized to look good on a risk-adjusted basis. We build portfolios with the goal of where the client actually ends up — because we believe the path a portfolio takes is what determines whether anyone is still holding it at the end.

Harness volatility to

Mitigate risk

Hedging that aims to respond to conditions rather than a calendar, so a drawdown doesn't dictate the client's next decision. Protection is bought where it's cheap and monetized when it's valuable.

Harness volatility to

Enhance yield

Premium collected from the volatility surface becomes income the portfolio doesn't have to source from duration or credit — an impactful factor in long-term return.

Harness volatility to

Capture upside

Owning more equity is only possible when downside risk is managed. Better brakes allow for a bigger engine — designed to hold more stocks and fewer bonds with similar risk.

“A strategy’s return is much less important than an investor’s return while exposed to the strategy.”

JD GARDNER, CFA, CMT · FOUNDER & CIO

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The people

You'll know our portfolio managers and team.

Whatever you engage us for — a strategy, a model, an overlay, an operational need — you reach the person doing the work directly, not a service desk.

Your Partner in Options-Based Strategies and Shared CIO Support.

Five ways we plug into your practice.

Managed Portfolios

Option Overlay Services

Active ETFs

Shared CIO Services

Operations Support

Focused on the Highest Compounded Annual Growth Rate. Not the highest risk-adjusted return.

Mitigate risk

Enhance yield

Capture upside

You'll know our portfolio managers and team.

Research relevant to your business and your clients.

The best plan is the one your client can stick to.