Our goal is to make money everyday no matter what direction market takes.

We trade options on SPX (S&P 500 index) and NDX (Nasdaq 100) in your account in such combinations that you get positioned to a chance of making money in upside, downside or sideways daily movements.

We buy and sell multiple options legs based on calculations of daily probability of movement derived from VIX and VOLQ (volatility indicators) and create calendar spreads of straddles and strangles in different ratios around the at-the-money strike prices. In a nutshell - if market doesn’t move much at the expiration, we may stand to gain from time value decay and if market moves we stand to make money from the movements.

Changes in Implied Volatility, SKEW, demand and supply for contracts create complex risk of loss for the investments.

• Where is the money held?
  Money will be held in your own Interactive Brokers brokerage account which will be SIPC insured. We will only have trade and account management authorization on it.

• How much web access do the clients get to real time information and account management?
  Clients get complete access to client portal for account management where everything is available in real time (trades, account values, performance, gains/losses, transfers etc.)

• Is there a Lock in period for money?
  No lock in period, you can withdraw anytime online or IBKR helpline and close the account anytime by calling Interactive Brokers and asking them to remove us as the advisor on the account.

• Tax benefits
  Tax benefits are available on 1256 contracts for SPX and NDX

• How long does it take to set up account and how soon can trading begin in my account?
  Typically for online applications, it is doable within 3 business days but it may take longer or shorter depending on approval of your application from IBKR

• Fees
  Fixed fee starting at $199 per month for select clients. Fee may vary depending on level of service, assets under management and financial planning.