Feel free to contact us if your question is not answered below.

Q: Is my investment bundled with others?
A: Your brokerage account is yours and yours only.  You have 24/7 visibility and access to your money.  We cannot withdraw cash and there is no co-mingling of funds.

Q: Who has access to my money?
A: You and you only have access to your money.  During the account set up, you will grant us a limited power of attorney to trade within your account.

Q: Where is my account held?
A: We use Interactive Brokers. They have proven to be the most efficient and cost effective for our clients and the Defined Risk Strategy.  We believe their execution, commissions and margin rates are the best in the industry.

Q: What are your fees?
A: The success of the strategy as well as the disciplined process we use to execute the strategy allow us to keep costs low for you. Our fees are 1.25% of assets under management (minimum annual fee is $5,000).

Q: Can an IRA account be used?
A: Yes. Both taxable and non-taxable accounts can be managed in the Defined Risk Strategy.

Q: How liquid is "the Strategy?"
A: "The Strategy" is highly liquid.  All positions are traded during normal market  hours, widely traded and can be converted to cash instantaneously.