Under construction. Obtaining GIPS® certified performance data that will be posted soon.

The Alpha Strategy is an aggressive investment strategy consisting primarily of individual equities with an options overlay for qualified investors ($1.1M minimum). The overall objective is to outperform the global equity market (ETF VT tracking the Spliced Total World Stock Index) over the long run. Past performance is not indicative of future results. Although historically this strategy has outperformed the benchmark, given the aggressive nature of this portfolio, there will certainly be periods of underperformance. This is an aggressive portfolio strategy and risk of loss of principal is higher than most investment strategies. Clients should be prepared to bear this risk.