We aim to beat the S&P 500 by a healthy margin on average, annually.
Due to the non-correlated nature of the strategy, our risk metrics and return profile are highly favorable.
This portfolio is very, very actively managed by one of the leading strategists in the business.
- 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