U.S. Equity Focus

Preparing

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Shooting

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I am available for commercial shooting in the US or worldwide. Want to discuss your ideas?

FAQ

Financial Planing FAQ’s

Common questions on financial planning and investing

We are an SEC-registered investment adviser that provides discretionary investment management services exclusively through our digital platform.

We use proprietary algorithms to manage portfolios of U.S. equities for sophisticated, high-net-worth individuals.

1. You complete an online questionnaire to define your risk profile and investment goals.

2. Our algorithm creates a personalized investment strategy.

3. You fund your account, which is held in your name at our custodian, Interactive Brokers.

4. Our algorithms take over, making discretionary trades to execute and maintain your strategy. You can monitor everything through our platform.

Our advisory fee is a performance-based fee of 35% of net profits, calculated annually and upon withdrawal. We do not charge commissions, hidden fees, or asset-based fees.

Our interests are directly aligned with your success.

For complete details, please see our Form ADV Part 2A and Form CRS.

No. Client assets are held in segregated accounts in the client’s name at our qualified custodian, Interactive Brokers.

This provides an additional layer of security and separation.