Our Expertise and Exclusive Focus is Managing Stock Market Risk for Our Clients
Stock Market Declines:
Are Your Investments Prepared?
Stock market investors are taught to be patient, think long-term, and tolerate losses during market declines. For many investors, the pain of losing money is greater than the joy of gaining it.
To leverage stock market rallies while protecting you from market declines, we’ve developed a unique investment program called 3D Hedged Equity that:
- seeks returns similar to the S&P 500 but with less risk
- seeks to significantly reduce your risk from short-term losses
- actively manages intraday declines in the S&P 500
Top Reasons Investors Choose Us
Expertise
Managing stock market risk is our expertise and main focus. We have seen the best and worst of times for the stock market, and for over a decade, our firm has profited and beat the stock market during most market declines.
Top Rated
We’ve been a regular contributor on Bloomberg TV, featured in Yahoo Finance, Seeking Alpha, and Modern Trader, and have won a number of CTA and Stock Trading awards since 2015.
We’re Unique
We manage and defend our client’s equity portfolio’s every day and generate our returns from stock market declines and when investor’s need it the most.
Daily Liquidity
It is your money. You should be able to access it when necessary. Each of our clients can. And so should you.
Transparency
You deserve to know how your money is being invested. In your account you can see every transaction that we do.
Investor Control
Since it’s your money, you remain in control. We invest on your behalf and have no access to your funds. We manage your accounts according to the investment program of your choice.
Meet Our Team
Eric Dugan
Founder & Chief Investment Officer
Thomas O'Donnell III
Principal & Managing Director
Philip Babine
Portfolio Manager, Trader
Who We Serve
High Net Worth Investors
HNW investors who are:
- Tired of losing when the market tanks
- Told by their advisor to tolerate losses as a solution and that nothing can be done except to ride it out
- Instructed to protect their equity portfolio by diversifying and buying defensive stocks, gold, bonds, or bitcoin
Advisors
Advisors who are true Fiduciaries looking for a proven solution to stock market declines and want to help their clients:
- Preserve their stock market gains
- Prepare for bull and bear markets and
- Invest in the stock market with less downside volatility
Long-Short Equity Funds
L/S Equity Funds looking for an industry leading expert with a long history and live track record of outperforming its peers and:
- Generating short side alpha
- Profiting from stock market weakness
- Beating the S&P 500 in down markets
Foundations
Foundations that:
- have buy and hold exposure
- are looking for equity risk mitigating investment strategies
- desire an investment management firm that takes great pride in managing risk and defending and protecting its clients
Get In Touch
The stock market will move up and down forever; being prepared for both outcomes is necessary.
