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Wealth Management
Portfolios built on process, not commissions.
Discretionary management across public markets, fixed income, and private investments, engineered to your goals, risk profile, and tax situation.
Services
One firm. Every dimension of a family's financial life, delivered through process.
We engage as a single, integrated team, not as a referral network. Every discipline below follows the same disciplined process, under one fiduciary standard, to produce reliable outcomes.
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Asset Allocation
Institutional discipline applied to your household.
Strategic and tactical allocation across asset classes, calibrated to your time horizon, liquidity needs, and risk tolerance. Process-driven rebalancing, not market timing.
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Model Strategies
Curated access to institutional strategies.
Rules-based equity and option income strategies delivered through model portfolios or Separately Managed Accounts. Full transparency on every position. Designed to outperform broad benchmarks with controlled risk.
View strategies04 · Service
Option Overlay and Concentrated Risk Management
Custom hedging structures for concentrated equity positions.
For clients with significant single-stock exposure (founder shares, inherited positions, executive equity), active hedging using covered calls, collars, and tax-aware overlay structures. Transparent methodology, actively managed against volatility signals.
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Liquid Alternatives
Hedge-fund-style returns inside a transparent account structure.
Access to Rebellion Swarm active trading strategies. Designed for clients who want returns uncorrelated with the broad market, delivered in a Separately Managed Account where every position is visible. Available to qualified investors and institutions.
Learn more about the SwarmAn Invitation