Whether you’re on the verge of retiring, part of a family-owned business or have gone after your own dream, we collectively have the expertise to help you plan, invest wisely and prosper today. – Scott Shellhamer
The goal of the Warren Safer-Equity Strategy is to provide “safer-equity” by utilizing options on Vix futures to reduce the downside risk of holding stocks. The goal of the fund is not to outperform the SP500 every year, but rather to “keep up” in good years and outperform (by losing less) in bad years when the market drops -10% or more. The bigger the drop the better the outperformance.