About Us

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Our Solutions

Whether focused on income generation or diversification from traditional asset classes, we offer dynamic solutions to help investors achieve their investment goals.


Our Focus

Founded in 2013 by industry veterans, our firm is focused on managing modern portfolios with embedded overlays designed to make portfolios more productive.


Our People

Led by Brad Ball and Shawn Gibson, our team of  experienced professionals is focused on delivering timely, liquid and innovative solutions to the financial marketplace. 


Our Insights

Our investment team provides timely, relevant and value-added insights to help our current and prospective clients navigate the investment landscape. 



Market Outlook Webinar

Our most recent manager commentary and volatility outlook webinar

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