Frequently Asked Questions (FAQs)
No. We are not a Registered Investment Advisor (RIA), and all the information we provide in for informational purposes only. Clients that choose to join our services and follow the information we provide do so on their own. We advise that clients and potential clients consult with an RIA prior to joining our services and risking any capital.
No, our clients maintain full possession of their own funds in their brokerage account. However, with auto trade our clients can 'follow' our trades to the tee and even scale up larger in size if they choose to do so.
A common question and understandable.
- Why do Hedge Fund Managers run funds instead of just their own money?
- Why did/does Michael Jordan sell basketball shoes?
- etc.
It's pretty simple for us. For one, we have strategies that we do not offer to the public that are rather robust and do well but they have capacity constraints and sizing limits to ensure effectiveness. Secondly, trading for for the public, and dare I say with some public scrutiny, keeps us sharp and accountable. Keeping your edge in trading, both system and psychological, is challenging and each trader or investor must find what things work for them. This is one of them.
Oh, and we actually enjoy helping others succeed. You're welcome!
Simple. Because some of our trades may be capacity constrained due to potential liquidity issues, and appearing too large for the given instruments being traded. Generally with Index ETF options this is not much of an issue, but with some stock options it could be, specifically when exiting trades and we want to avoid slippage if possible.
This will vary by strategy, but the onboarding process, specifically for Pure Alpha and Hedge Fusion - since they offer auto trade - will likely be capped at 10 and 25 clients respectively, with each client we onboard having the opportunity to scale to 10x trade sizing.
For Futures Focus and Timing Leader strategies we will assess this as we go, but our projections indicate up to 25 spots for Futures Focus and at least several hundred for Timing Leader.
There is nothing set hard and fast, but after review of the onboarding questionnaire it is usually rather obvious to us if someone will be a good fit for what we offer.
Examples of things we are NOT looking for in a client:
- "I want to make $100,000+ a year and my Risk Budget is $2,000"
- "I want to make $100,000+ a year and I am willing to pay $1,000 in Dynamic Value Fees but no more"
Obviously these are extremes, but this is more than just a 'signal service' where we shill a bunch of trades, post-date winning trades or make outlandish claims and fake information.
Our services are not a good fit for some, possibly many out there, and that's okay, it's designed to be that way.


