Strategies

Our Flagship offering is Measured Risk Portfolios (MRP) SynthEquity™ which is designed to participate in market growth with measured risk.

The strategy combines short-duration Treasuries for capital preservation with purchased options on the broader stock market for growth.

If the S&P 500 appreciates, we seek opportunities to harvest gains from profitable call options. If we have the opportunity to harvest gains, all or a portion of those gains are systematically reallocated into the relative safety of short-duration U.S before the call options risk is rebalanced. This process aims to secure profits in rising markets while balancing risk, without sacrificing future upside potential.

The objective is to harvest more capital into Treasuries than a given portfolio’s initial balance, while keeping the potential upside equity like upside uncapped.

MRP SynthEquity™ Growth

This strategy targets a rolling 12 months drawdown risk of 12.5% of assets and benchmarks to the S&P 500 TR.

MRP Growth Factsheet

MRP SynthEquity™ Core

This strategy targets rolling 12 month drawdown risk of 10% and benchmarks to a blended 70/30 benchmark which consists of a 70% allocation to the S&P 500 TR and a 30% allocation Barc. Us Aggregate. This is not a standard benchmark.

MRP Core Factsheet

MRP SynthEquity™ Lite

This strategy targets rolling 12 month drawdown risk of 7.5% and benchmarks to a blended 50/50 benchmark which consists of a 50% allocation to the S&P 500 TR and a 50% allocation Barc. Us Aggregate. This is not a standard benchmark.

MRP Lite Factsheet

Investor Resources

Click the links below for our SynthEquity™ investment thesis, retail-approved presentation material, client disclosures, Form ADV, and account opening documents.