10× growth + <10% drawdown + core portfolio capability. Access the systematic strategy that top-tier investors use to preserve and compound wealth at scale.
Target Multiple in 10 Years
It's not about stock picking or manager skill—it's about structural market challenges that reduce returns for passive investors. EPIG is designed to neutralize these four fundamental constraints.
Future returns depend on entry P/E:
High starting P/E = Lower 10-year returns
Most stocks move with the market:
Must invest 100% to get average returns:
Cannot generate returns in down/sideways markets:
Our proprietary investment approach designed to maximize returns while protecting capital during market downturns. EPIG functions as a complete solution or a "bolt-on" to existing portfolios.
Absolute returns >10% with lower volatility
Shields portfolios from major market corrections
Access to funds when you need them
Generate yields up to 1% per month
Complete solution or bolt-on to existing portfolios
Returns not dependent on market entry timing
Adjust exposure based on market conditions—not dependent on entry P/E
Enter only high-probability setups—uncorrelated to broad market moves
Stay 50-90% in cash/SPY—full liquidity to leverage opportunities
Generate returns in up, down, and sideways markets—no lost decades
Result: Consistent 26% CAGR target regardless of structural market challenges
Successful hedge funds don't rely on prediction. They engineer asymmetric risk-to-reward profiles through mathematical edge, massive repetition, and strict loss limits—the only proven paradigm for consistent outperformance.
Buffett's first principle, implemented systematically
How elite hedge funds achieve disproportionate upside
EPIG's edge is structural, based on fundamental market inefficiencies—tested over years, rooted in market structure, not fleeting patterns.
EV = (Win% × Avg Win) − (Loss% × Avg Loss)
EV = (0.60 × $1) − (0.40 × $1) = $0.20 per $1 risked
💰 What This Means: For every $100 risked, you can mathematically expect to gain $20. That's a 20% structural edge—based on market inefficiencies, not predictions—that compounds through repetition.
Understanding edge requires context. Different strategies operate with vastly different mathematical edges and trade frequencies. Here's what edge looks like across various approaches:
📊 The Edge Spectrum:
Casino (house): +5.26% (guaranteed win over time)
Retail traders: negative (most fail)
HFT market-making: +0.017% (needs millions of trades)
Stat-Arb / CTAs: +0.5-2% (institutional edge)
EPIG: +20% per trade
⚡ Understanding Trade-offs:
Different strategies balance edge size against frequency:
High frequency, tiny edges: Market makers execute millions of trades at +0.017% each.
Patient precision, structural edges: EPIG executes 200-500 trades per year at +20% each—a structural edge tested over years, rooted in market inefficiencies, not temporary patterns.
Positive expectancy through behavioral, structural, or informational advantages
150-200 bets/year compound small edges into substantial returns
Strict 0.5-1% risk per bet; <5% total capital at risk
Automatic de-risking when drawdowns exceed thresholds
This "edge + repetition + risk limits" paradigm is the common foundation across durable hedge fund franchises that consistently achieve asymmetric risk-to-reward profiles. Examples often cited for systematic/multi-strategy execution include: Renaissance Technologies, D. E. Shaw, Citadel, and Millennium. Examples are illustrative only; not endorsements, not affiliations, and approaches/results differ.
Named firms are referenced for educational context only. This is not a claim of similarity, affiliation, or comparable results.
Operating a business vs. leasing it out for fixed returns
Fixed 10% Passive Income
Tested over years, market structure-based
Leasing coffee carts for 10% is passive — you get a fixed return regardless of effort. Operating coffee carts yourself means you control scale and returns through active management.
EPIG works the same way: Unlike passive S&P investing (fixed market rate), EPIG's structural edge—rooted in market inefficiencies and tested over years—lets you actively scale returns by controlling position sizing and trade frequency. You're the operator, not the passive investor.
📈 The Math of Scalability:
Profit scales linearly with BOTH levers: Increase position size OR increase trade frequency → scale your profit proportionally. This is the power of systematic edge.
Casinos don't guess or predict—they exploit a tiny mathematical edge (1-2%) over millions of hands. Watch how edge + volume = guaranteed profit, regardless of individual bet outcomes.
Just like casinos, EPIG doesn't predict market moves. We exploit structural, repeatable edges—tested over years and rooted in fundamental market inefficiencies (20% EV per trade) across hundreds of trades per year. Individual trades may win or lose, but the math guarantees profit over volume—exactly like owning the casino.
A systematic, rules-based framework designed to compound capital while managing downside risk through dynamic position sizing and circuit breakers.
EPIG combines a defensive base with convex overlays to seek better behavior in volatility spikes (illustrative).
~80% of capital is always protected in defensive positions (SPY/Cash) or opportunistically deployed into quality assets (Mag 7 stocks) during market corrections. The 3-5% tactical overlay plus 3-5% long-term allocation generates outsized returns through leverage and selectivity.
The "Leaky Buckets" Problem That Diminishes Overall Net Worth Growth
Source for 4-5% return figure: DALBAR, Inc. "Quantitative Analysis of Investor Behavior: 2024 Report."
Unified strategy managing all liquid assets with consistent methodology
Note: The 13-20% represents return on your entire liquid net worth (including cash reserves, emergency funds, etc.). The actively managed EPIG portfolio targets ~26% CAGR, but since not all liquid assets are actively deployed at once, the blended return on total net worth is 13-20%.
The price of fragmented allocation over 10 years
Compound growth diverges dramatically over time—early consolidation maximizes returns
The EPIG Advantage: By unifying liquid assets under a single optimized strategy, EPIG eliminates the "leaky buckets" problem. Every dollar compounds at the highest potential rate while maintaining full liquidity access and downside protection.
Why EPIG's Architecture Enables What Traditional Approaches Cannot
Engineered by design—not luck. You're always in control because risk is capped systematically.
Access your capital whenever needed. No lockup periods, no penalties—full flexibility.
No black box. Every trade, every position, every decision is visible and explainable.
Not discretionary gambling—repeatable, rules-based strategy with defined risk parameters.
The Result: Unlike traditional strategies that force you to spread assets across multiple "buckets," EPIG's architecture lets you consolidate 50-90% of your liquid net worth into a single unified strategy—because you're in control at all times.
EPIG is inspired by a barbell logic: a defensive base plus small convex bets designed to benefit from volatility.
Worse when volatility rises.
Resists shocks; doesn't improve.
Can improve as volatility rises (convexity).
What this is NOT: This does not mean risk-free or always profitable—convexity can have carry costs.
Educational concept only. Results vary; losses can occur.
Additional wealth created over 10 years by consolidating into EPIG vs traditional fragmented approach
Let's discuss how EPIG's architecture can enable you to house 50-90% of your liquid net worth with confidence—because you're always in control.
Beyond EPIG's core 26% CAGR strategy, these opportunities can add +3-5% in alpha through systematic approaches to capturing additional market inefficiencies
For Sophisticated Investors: These additional alpha strategies involve derivatives, options, and growth stock selection. They are optional enhancements for partners who understand and accept the additional risks associated with these approaches.
Ready to unlock additional alpha beyond the core EPIG strategy?
Let's discuss how these bolt-on opportunities could enhance your returns while maintaining disciplined risk management.
Tax drag is the silent killer of compound returns. Wrapper selection can be the difference between 10× and 5–6×.
| Wrapper | Annual Tax Drag | 10-Year Ending Multiple |
|---|---|---|
| EPIG (Tax-Deferred Wrappers) | 0% | 10.1× |
| EPIG (Taxable - Sec 1256 Futures Blended) | ~8–12% | 5.7× |
| S&P 500 (Tax-Deferred) | 0% | 2.7× |
| S&P 500 (Taxable) | ~15–20% | 2.2× |
Tax drag can be the difference between ~10× and ~5–6×.
The right tax wrapper could multiply your wealth 4× more than a traditional approach
Let's explore which tax-efficient structure best fits your situation and maximizes your compounding potential.
Answer a few questions to find the optimal tax wrapper for your situation.
Why this wrapper:
Best for:
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Seeking 50 visionary partners to build the future of wealth preservation together.
Inaugural cohort of 50 visionaries
I am personally committed to your financial goals for the entire decade in complete fiduciary capacity. Your success is my only priority—no conflicts, no hidden agendas, total alignment.
This is a 10-year partnership commitment, not a transaction. Let's validate mutual compatibility, demonstrate proven edge, align on strategy, and commit long-term—together.
Do we share the same vision? A discovery call helps us understand your goals, risk tolerance, time horizon, and whether the EPIG strategy aligns with your wealth preservation objectives.
Shared vision • Time horizon alignment • Risk tolerance fit
Don't take our word for it—test the approach live. Subscribe to our intraday trading systems and validate the market modeling edge for yourself with real-time signals and execution:
Live testing • Real-time validation • Proven systematic edge
Define how we'll work together: allocation decisions based on your specific targets and risk tolerances, performance tracking metrics, regular review cadence, and communication protocols.
Allocation strategy • Performance metrics • Review schedule
Once we've established mutual fit, validated the approach, and aligned on strategy—we formalize the 10-year partnership commitment. Full transparency on methodology, fiduciary responsibilities, and performance expectations.
10-year commitment • Complete fiduciary duty • Total alignment
Let's begin with Step 1: Schedule a discovery call to determine if we're the right fit for a decade-long partnership.
Schedule Discovery CallYour information is secure and will never be shared
Join an exclusive cohort gaining access to a systematic wealth preservation strategy that delivers institutional-grade performance with founder-level partnership.
Founding partnerships are about shared vision, not discounts.
If you're ready to build the future of wealth preservation, let's talk.
Not every investor is the right fit. We're looking for specific qualities that make this partnership work.
Minimum threshold for partnership consideration
7-10+ year investment horizon
Patient wealth building mindset
Prefer discipline over market timing
Core system, not satellite allocation
Focus on decade, not quarters
Early adopter mindset
Relationship-oriented approach
No investment can guarantee outcomes
Target <10% drawdown, not zero
10-year commitment required
This is active, systematic management
Chase quarterly outperformance
The track record starts now—with founding partners
This is about value, not cost
If you checked most boxes in the Good Fit column, let's have a conversation.
Common questions about EPIG and the Founding Partner program.
No. The 10× target is based on illustrative modeling assuming 26% net CAGR over 10 years in a tax-deferred wrapper. This is NOT guaranteed.
Actual results will vary based on market conditions, trade execution, and wrapper selection. Past performance does not predict future results.
While returns aren't guaranteed, EPIG is built on four foundational risk management principles:
Implement caps and limits to prevent catastrophic loss. Use stop-losses, diversification, and circuit breakers to ensure survival.
Application: Strict capital allocation limits per position
Never risk too much on any single bet. Size each position proportionally to capital, edge confidence, and potential volatility.
Application: Increased size with widening bid-ask spread
Ensure positive average return per unit of risk. Calculate EV before every investment and only proceed if genuinely positive.
Application: Guaranteed profit from spread capture on execution
Every investment needs a structural edge that tilts odds in your favor. Only trade when you can mathematically prove advantage.
Application: Statistical edge from order flow patterns
| Category | Risk Management | Position Sizing | Expected Value | Positive Expectancy |
|---|---|---|---|---|
| Market Making | Strict capital allocation limits | Increased size with widening spread | Guaranteed profit from spread | Statistical edge from order flow |
| SaaS | Predictable churn metrics | CAC:LTV ratio optimization | Unit economics calculated before scaling | Recurring revenue model with low churn |
| IT Job | Stable income regardless of market | Skills diversification across technologies | Salary benchmarking against market rates | Continuous learning for career growth |
| S&P 500 | Diversification across 500 companies | Dollar-cost averaging during downturns | Historically positive long-term returns | Market efficiency creates consistent growth |
| Private Equity | Control through majority ownership | Leverage optimization for acquisitions | Due diligence to validate EBITDA multiples | Operational improvements for value creation |
| Casino | Table limits to cap potential losses | Float management for payout capability | Mathematical house edge on every game | Law of large numbers ensures profitability |
Key Insight: EPIG applies these same "Never Lose Money" principles systematically—prioritizing capital preservation through strict risk management, dynamic position sizing, positive expected value calculations, and proven edge validation. The 10× target is the result of compounding these principles over a decade, not a promise.
Anti-fragile means a strategy is designed to potentially benefit from disorder via convexity (asymmetric payoffs).
EPIG aims to pair a defensive base with selective convex overlays and strict risk caps.
This is not a guarantee; losses can occur.
Traditional buy-and-hold S&P 500 has significant limitations:
Traditional Approach
Selective Exposure Strategy
Key Insight: By harvesting only high-EV windows (and otherwise sitting in bills), the design aims to out-compound a constant S&P allocation across cycles while avoiding major drawdowns.
Market Exposure Comparison:
EPIG is designed to target less than 10% maximum drawdown through dynamic position sizing and circuit breakers.
However, derivatives/options/futures involve significant risk, including loss of principal. During extreme market dislocations or flash crashes, actual drawdowns could exceed design parameters.
Risk per individual bet is typically 0.5–1% of portfolio value.
No formal lock-up. EPIG maintains cash-like liquidity.
Withdrawals are processed on standard broker schedules (typically T+2 for stocks, T+1 for futures). No surrender charges or penalty fees from the strategy side.
Note: Some wrappers (PPLI, PPVA, CRUT) may have their own liquidity constraints or surrender schedules separate from EPIG itself.
Request withdrawals anytime. Trades are closed as needed, and funds are wired per your broker's standard settlement schedule.
Tax-deferred wrappers: Distributions follow IRS rules (age 59½ for IRAs, policy loans for PPLI, payout schedule for CRUT).
Taxable accounts: Withdraw freely; capital gains taxes apply per normal rules.
Use the Tax Wrapper Decision Tree above to get a personalized recommendation.
General guidance:
Always consult your CPA and attorney.
After the inaugural cohort of 50 founding partners is filled, the partnership opportunity closes. Future investor onboarding will follow different terms and structures.
Founding partners represent the core group gaining access to this strategy from inception—with unique partnership benefits and long-term commitment.
Capacity may be limited or closed to new investors after the founding cohort is complete, as we prioritize quality and focus over scale.
Good fit:
Not a fit:
We are in the pre-launch phase. Licensing and registration will be completed BEFORE any capital deployment.
Building founding member interest list
Running 60-day virtual demos (risk-free, no capital required)
Finalizing regulatory compliance
No contracts or capital commitments accepted yet
Complete RIA registration and appropriate licensing
Full SEC or state registration as required
Establish legal entity and compliance infrastructure
Proper corporate structure, policies, and procedures
Arrange third-party custody with reputable brokers
Your assets held at major custodians (Interactive Brokers, TD Ameritrade, etc.)
Have all client agreements reviewed by securities counsel
Comprehensive legal review and approval
You will NOT be asked to commit capital or sign contracts until all licensing and compliance requirements are satisfied.
Expressing interest today locks in founding member terms for when we launch under full compliance. Think of this as a priority waitlist—no risk, no commitment, just securing your spot in the inaugural cohort.
Legal Disclaimer: All investment advisory activities will be conducted in full compliance with applicable securities laws and regulations. No advisory services will be provided until appropriate licensing and registration are complete.
Join 50 visionary founding partners in proving the impossible.
Partnership structure discussed during discovery call.