Pre-set Strategies
Celeus
Equity only long term strategy: only investing in equities with large cap growth, high dividend yielding global equities, stable utilities, corporate and govt. bonds, etc. No indices, no options, no forex. Compounding target timeframe 7 - 10 years.
Ceres
Equity, index ETF based active long term strategy: investing in index ETFs & equities with large cap growth, high dividend yielding global equities, stable utilities, market sectors, etc. Compounding target timeframe 5 - 7 years.
Fortuna
Indices and ETF based active intermediate term strategy: investing in index ETFs & equities with large cap growth, high dividend yielding global equities, stable utilities, market sectors, etc. with options strategy to generate relative income. Compounding target timeframe 2 - 5 years.
Upon request and subject to certain requirements, clients may be offered special access to an exclusive derivatives only fund. Contact us for more information.