Exclusive Investment Opportunity in the US equity market, without risk of US Estate Tax!
Minimum investment of $500,000 or equivalent.
Why Invest with Us?
Our aim is to consistently outperform the S&P 500 benchmark by utilizing our favorite options trading strategies on US indices and liquid underlyings.
Expertise in options trading
Benefit from years of experience and a deep understanding of options strategies.
US Indices and Liquid Underlyings
Invest in a diversified portfolio focused on highly liquid and profitable assets.
Proven Track Record
Our strategies have consistently outperformed the market, providing substantial returns.
FIRST YEAR 0% MAINTENANCE FEE
To welcome new customers we waive the maintenance fee for the first year. From the second year onwards there will be a 1% yearly maintenance fee (well below industry standards).
NO US ESTATE TAX RISK
Upon death your spouse, children or heirs will not have to give 40% of your US investments to the US government! This is not the case if you would invest by yourself in the S&P 500 through a US ETF like SPY or if you would invest in any individual US based company.
How it works
Step 1.
Join the Waitlist
Fill in your details to express your interest in investing with us.
Step 2.
Get notified
We will notify you when a spot becomes available in our investment fund.
Step 3.
Sign agreement and wire your funds
Once you're ready to proceed, you'll sign the investment agreement to formalize your commitment. After that, you can wire your funds securely to our investment fund.
Step 4.
Watch your portfolio grow & withdraw
With your investment in place, you can enjoy the benefits of our performance. Our structured process allows for easy quarterly withdrawals, giving you access to your profits whenever you need them.
FAQ
Upon the death of a foreign person not domiciled in the U.S., the U.S. imposes an estate tax of up to 40% of the value of “U.S. situs assets” to the extent the total value of such assets exceeds US$60,000. This tax is levied on the aggregate value of the decedent’s “U.S. situs assets.”
The maintenance fee is waived for the first year. Starting in the second year, we charge a modest 1% per annum, which is well below industry standards. This fee covers the ongoing active management of your investment, ensuring your funds are carefully monitored and optimized.
The performance fee is 20% of the profits earned, which is in line with industry standards. This fee structure ensures our interests are aligned—when we perform well, both you and our team benefit. Our success is tied to delivering strong results for you.
You will receive a performance report every quarter, which will include a comprehensive overview of your investment’s performance, including returns and any applicable fees.
These reports will help you track your progress and assess the growth of your investment over time. Our goal is to keep you informed and ensure you have a clear understanding of how your funds are performing.
You can make your first withdrawal at the end of the first year. Following this, withdrawals are available at the end of each quarter. Simply provide us with a 30-day notice.
We establish a company in DIFC Dubai, the leading financial hub. With the necessary financial licenses we ensure that our investment fund operates under the stringent financial regulations of the UAE. This regulatory framework is designed to protect your investments and provide a secure environment for managing your funds.
Option trading strategies are financial instruments that can be used in conjunction with regular stocks to enhance returns, manage risk and generate extra income.
We have a robust toolbox of options strategies, deployed strategically based on market conditions to capitalize on asymmetric risk/reward opportunities.
Returns aren’t set in stone, but our aim is to consistently outperform the benchmark index—the S&P 500, which historically averages around 10.5% annually. Even a small percentage of outperformance can make a significant impact over time, thanks to the power of compounding.