Accounts
Managed Accounts
- We offer access to our strategies in the form of separately managed accounts.
- Accounts managed by us are carried and cleared by Interactive Brokers LLC. Currently we offer our strategies only through Interactive Brokers.
- We do not take custody of client funds. All clients maintain complete ownership of all portfolio assets at all times.
- Complete transparency. Clients have access to their accounts at Interactive Brokers and can view their portfolio, trades, and net account value at any time.
- Lock-up period/Withdrawals. Withdrawals or accounts closures or transfers can be done on 5 business days notice to us, to allow for position liquidation.
- See FAQ for why we choose Interactive Brokers.
- Existing clients of Interactive Brokers can easily create a new sub-account and link to our program.