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Our Philosophy
Patience Pays
We invest for the long haul and therefore want disruptive, leading edge companies with strong current and future earnings potential in our portfolio. Investing in these companies positions us to benefit from new technologies, changing consumer preferences, and emerging market trends. We employ a patient approach to entering new positions allowing the market to present us with opportunities.
Think Forward
With disruption comes volatility and with volatility comes opportunity. We utilize simple option overlays to produce consistent income and smooth out returns over time. This includes covered calls on existing holdings and cash secured puts to enter into new positions. Covered calls work as a hedge against positions we already own that may have run too far to quick. Cash secured puts allow us to enter into a new position at our desired price.
Embrace Volatility
Whereas most large money managers requires investors to be fully invested at all times, we utilize a tactical approach. This provides ultimate flexibility as market and economic conditions change. Remaining agile in a dynamic environment makes all the difference in protecting our assets. Our commitment to a patient and discipled approach helps us stand out from the crowd.
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
“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!