Trading and Investments Made for Hands-Off Investors
We write the plan and place the trades for you. Your account stays in your name at Interactive Brokers or Pepperstone, and the login stays with you.
We look after the account with you. You keep the login, and we start by walking you through which broker will hold the money and how we will work inside it.
You receive one written plan. It sets aside an amount for active trading, an amount to hold for the long term, and a time for us to sit down and review it together. Your money stays at the broker, in your name.
The broker holds the money in your name. You can open it anytime and see the balance and every trade.
Each trade comes with a clear reason for getting in, getting out, and waiting.
Trading and long-term holdings live in one plan, with a review you can look forward to.
You agree a plan, we open the account in your name, and the team takes it from there. We include the pieces that fit what you want.
We place the trades for you. Each one has a reason, a size, and a point where we close it, so your day stays your own.
Part of the account is invested to hold for years. That core gives the shorter-term trades a steady place beside them.
An old 401(k) or IRA can often come with you. We look at the cost, the withdrawal rules, and whether the new account can hold your plan, then walk you through the paperwork when you are ready.
We meet on a schedule you know ahead of time. Together we look at what was traded, what you still hold, and whether your timeline has changed.
We choose these with you: which ones belong in your account, how large each one is, and when we would make one smaller.
We trade through Interactive Brokers and Pepperstone, with our team handling execution for hands-off investors.
One of the brokerage platforms we use to execute trades and manage client accounts.
Visit Interactive Brokers
One of the brokerage platforms we use for our managed trading strategies.
Visit PepperstoneBefore you get started, we explain which broker will hold your account, how our trading access works, and how you can monitor your account activity.
Explore Our Account PlansWe agree this way of working before the first trade, and we stay with it through a busy week in the market.
Every trade begins with a written reason, a size, and a market already in your plan.
Before a position opens, we choose the point where we reduce it or close it. That choice is part of the trade from the first day.
Part of the account is invested to hold. Those holdings stay in place while the shorter-term trades do their work.
The first call is simply a conversation. When your account is open in your name and you know which broker holds it, we are ready to begin.
We talk through your timeline, any 401(k) or IRA, the amount you have in mind, and the questions you would like answered first.
We suggest Interactive Brokers or Pepperstone, show you what you will be able to see there, and explain how trading access works.
You complete the broker's own application. The account is yours. We receive permission to place trades, you keep the login, and the money stays at the broker.
Trades follow the plan we wrote together. We meet on a schedule set at the start, and between meetings you can open the account whenever you like.
Workplace plans and IRAs come with their own care, including taxes if money comes out early. We help you decide how much of that money feels right for active trading.
Talk through a rolloverClients shared these images so you can see what an account looks like day to day.
A few words from clients about what it is like to have the trading handled for them.
Plain-English notes on IRAs, rollovers, and staying steady when markets fall.
A calm look at when active trading belongs in a retirement account.
Read Guide →What to compare before an old workplace plan is moved.
Read Guide →The difference is when you pay the tax.
Read Guide →Why we write the plan while things are calm.
Read Guide →Your broker holds it, in an account opened in your name.
Read Guide →We can place the trades. The account remains yours.
Read Guide →A few answers we share once people see that the account stays at the broker. If yours is missing, send it with the form and we will answer it.
We place them for you once the account is open and we have trading access. You can watch each one in the broker account.
In your own account at Interactive Brokers or Pepperstone. The money stays with the broker, in your name.
Yes. You keep your own login and can look at the balance and the activity whenever you like.
Yes. You request a withdrawal through the broker, and it follows their usual settlement times. The account stays yours.
Results move with the market. We will talk about what that means for your account. A strong stretch is simply a strong stretch.
We suggest which broker will hold the account. You open it in your name, and we agree the trading access together before the first trade.
Tell us where you are and what you would like help with. We will suggest a broker and walk you through the first step.
Investing and trading involve risk, including possible loss of principal. Past performance does not guarantee future results. Diversification does not ensure a profit or protect against loss. Forex and digital asset trading carry a high level of risk and are not right for everyone. This site is for general information only and is not personal investment, tax, or legal advice.