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Our Portfolios
Ocean (Index)
Just like our Oceans, index investing is a timeless approach to wealth creation. While many overlook its power, we recognize and harness the advantages of broad based strategies.
This portfolio focuses on a diversified basket of indexes matched with unique, uncorrelated assets and a simple options overlay to create the perfect pair for outperforming the indexes while meeting their level of risk exposure.
Benchmark: S&P 500 Blend
River (Growth)
The path to financial freedom and the path of a river are not so different. They are both non-linear, and frequently volatile, encountering many obstacles, twists, and turns along the way towards their inevitable destination.
This portfolio charts your path honing in on high growth businesses with strong fundamentals, leadership, and technology within specific industries set to experience tremendous growth over the next decade.
Benchmark: S&P 500
Stream (Income)
Forming from a natural source, streams continuously and reliably flow. At their core is sustainable replenishment and the same is true for any successful financial freedom plan.
This portfolio seeks to create consistent and reliable income streams through simple option based strategies.
Benchmark: NASDAQ Buy-Write Index
What They're Saying
“Our best ability is our availability. We commit
to being there for you day or night, rain or shine.”
Jake Wyand
Founder
Questions?
Whether it’s our investment strategy, financial planning assistance, or better understanding our holdings, we’re always happy to connect!