Volatility
Portfolio
Pure alpha
We aim to beat the S&P 500 by a healthy margin on average, annually.
MinimaL VARIANCE
Due to the non-correlated nature of the strategy, our risk metrics and return profile are highly favorable.
HIGH TOUCH
This portfolio is very, very actively managed by one of the leading strategists in the business.
Information
- Minimum investment: $1,000,000
- Minimum additional Investment: $250,000
- Maximum Total Investment: $50mm
- Maximum Investors: 50
Management Fee: 1% annual fee, billed monthly
Performance Fee: 10% Performance fee, billed quarterly.
Broker: Celadon Financial, LLC
Clearing Firm: Wedbush