Registered Investment Advisor · Chicago

Most Advisors
Manage Your Money.
I Trade It.

Every morning. 7 to 10. Documented entries, documented exits, documented results. No black-box funds. One flat 1% annual fee, deducted monthly — no layers, no hidden tolls.

This is a momentum-based swing trading strategy for clients who are tired of watching their capital sit in underperforming allocations, or paying an advisor to hold passive index funds and call it wealth management. You get direct access to my risk framework and rationale. If the trade isn't there, I don't force it. That discipline is what separates this from everything else you've seen. No black-box funds—you see exactly what is held in your Interactive Brokers account in real time.

Active
Performance & Execution
100%
Transparent Allocation
Aligned
RIA Managed
The Value Stack

You're Not Buying a Newsletter.
You're Buying Into a Circle.

Trading alpha is the floor. What you're actually gaining access to is a network, a lifestyle layer, and a seat at a table most people can't find on a map.

01
The Core

Automated Momentum
Execution

I trade your capital proportionately alongside my own models during the market's peak liquidity window. Your account lives in Interactive Brokers. No cherry-picked hindsight, no model-portfolio lag, and no guesswork. You log in and see exactly what is held, what moved, and why. Fully discretionary, fully transparent.

Execute strictly on structural breakouts—not emotion
Direct RIA management—not a retail alert room
Real-time visibility via your Interactive Brokers dashboard
Weekly performance review—no spin, no omissions
02
The Access Layer

VIP Tables &
Private Events

Members gain priority access to VIP table reservations at curated nightlife events and partner venues across Chicago's highest-caliber social environments. This isn't just a perk—it's a curated network of people who operate at the same level.

Reserved VIP placement at member events
Introductions to the broader network
Invitation-only social calendar
Zero velvet-rope friction for members
03
The Experience

Private Yacht
Charter Access

Private charter access aboard my vessel on Lake Michigan. Open water, no agenda, and the kind of conversation that only happens when the city is behind you. This is where real business relationships get built — away from the noise, at close quarters, with a small group of people who operate at the same level.

Seasonal charter slots — members get first access
Small group format, high-quality company
Lake Michigan salmon season focused
The most efficient networking environment I know

If Any of These Describe You,
Read the Next Section.

✦ You have capital you're actively trading — or want to — but you're losing edge to emotion and noise.
✦ You're paying a financial advisor to hold an index fund and call it wealth management.
✦ You want a high-signal group, not another Discord server full of retail gamblers calling bottoms.
✦ You understand that the real ROI in a room like this isn't always on a brokerage statement.

One Open Seat.
No Exceptions.
No Waitlist Theater.

I keep this group small on purpose. When it's full, it's full — and I won't expand it just to collect more recurring revenue at the cost of network quality. If you're reading this, there may be a seat. There may not be. Either way, the application takes three minutes and you'll know within 48 hours.

I'm not going to sell you on this. If the trading group, the table access, and the charter don't already make the case — this probably isn't the right fit. What I will tell you is that the people currently in this group don't talk about it publicly, and that's not an accident.

"There are no refunds because there are no regrets. I only accept people I'd put on the boat."
Limited Availability · Chicago-Based & Remote Accepted
Submit Your Application