FOUNDING MEMBER OPPORTUNITY

Build Your Cash Flow Engine
With Risk-Managed Growth

Two-engine framework for income + long-term growth, built around transparency, risk controls, and client-held accounts.

✓ No-Capital-At-Risk Demo Available (Simulated, Zero Capital Required)
Request 20-Minute Founding Member Briefing Try the Virtual Demo

What Founding Members Lock In

Exclusive terms designed to reward early commitment and align long-term success

💰

Pension-Like Cash Flow

Engineered for target regular distributions, designed to provide semi-passive income streams independent of traditional employment. Build financial freedom through disciplined cash flow generation.

📊

EPIG 500: Market Outperformance + Downside Protection

Target: 5-6% annual outperformance vs. S&P 500 through rule-based strategy designed for downside protection. Seeks to reduce drawdowns with a downside capture objective (capital preservation focus) and +5-6% above S&P 500 during bull markets. Tax-advantaged, long-term growth designed to outpace inflation and beat the market.*

*Hypothetical target based on market modeling. Not historical performance. Actual results will vary materially. Not guaranteed.

🛡️

Risk Management Framework

Built-in controls designed to manage exposure and protect capital. Risk-conscious approach balances opportunity with preservation—no reckless speculation, just disciplined execution.

🔒

Locked Founding Terms

Flat fee structure locked forever. Performance-based fee-elimination policy (written in agreement). Priority access when capacity constraints arise. Your early commitment is permanently rewarded.

EXCLUSIVE VALUE PROPOSITION

Founding Member Benefits

An irresistible offer reserved for the first 25 strategic partners

Founding Members

EXCLUSIVE STRATEGIC PARTNERS

💰

Flat Fee Structure

Flat annual fee locked in forever – no matter how large your portfolio grows. Predictable cost, unlimited upside potential.

🎯

Asymmetric Opportunity

Risk 1 year's fee, gain lifetime access. Validate performance with a 60-day demo first. If Year 1 targets aren't met after you join, your next year is free — but your founding member terms remain locked forever. Limited downside, unlimited upside.

🔬

World-Class Research Access

Priority access to uncorrelated alpha opportunities annually targeting >10-20% upside each. Institutional-grade research.

🤝

Complete Alignment Capacity

We act as your full strategic partner, making every decision exclusively in your best financial interest. Lifetime commitment to your financial goals.

Standard Members

FUTURE ANTICIPATED TERMS

📊

Year 1 Fee Calculation Example

$100K starting + $50-100K annual contributions
Year 1: 2% AUM ($2,600) + 20% profit ($5,200) = $7,800 fee

💸

Total 10-Year Cumulative Fees

Portfolio grows from $100K to $1M (with $50-100K annual contributions + 20% CAGR):

-$259,038

in cumulative fees over the decade (2% AUM + 20% profits)

📉

Compounding Cost Impact

By Year 10, annual fees reach $60,000+ (2% of $1M+ portfolio + 20% of profits). Over 10 years, this fee structure extracts $259,038 from your wealth vs. flat founding member fee.

♾️ FOUNDING MEMBER FEE STRUCTURE IS LIFETIME

After Year 10, the cost advantage compounds even more. Founding members receive perpetual priority access to internal funds when future liquidity constraints arise.

⚠️

Current Opportunity:

Founding Member Access Open
Standard member tiers will be introduced after the founding cohort closes (first 25 members). Over 10 years alone, standard 2% AUM + 20% performance fees cost $259K+ vs. founding member flat annual fee.

⚠️ IMPORTANT: READ THIS FIRST

Founding Membership Is NOT For Everyone

We're building a long-term partnership with a small group of aligned investors. If any of these apply to you, founding membership is not a fit—and that's okay.

❌ You're NOT a Fit for Founding Membership If:

❌

You're not seeing this opportunity for the long term

Reality: This is a multi-year, potentially generational partnership—not a quick trade or short-term speculation. Building meaningful wealth takes time, discipline, and mutual commitment. If you're looking for fast money or a transactional relationship, this isn't for you.

❌

You need decades of audited live performance

Reality: This is like evaluating an autopilot system before commercial certification. We have 17 years of R&D, simulation, and stress testing—but limited live deployment history. If you need 10+ years of audited track record, you should wait. Founding members are betting on rigorous engineering, not historical performance.

❌

You prefer a hands-off, "set it and forget it" approach

Reality: Founding members receive monthly reports, quarterly strategy calls, and direct advisor access. We expect engagement, questions, and feedback. If you want zero communication or involvement, standard passive index funds are a better fit.

❌

You're seeking guaranteed returns or "risk-free" outcomes

Reality: All investing involves risk, including possible loss of principal. Our targets are aspirational, not guaranteed. Markets are unpredictable. If you need certainty or can't accept variability, this isn't for you.

❌

You're not ready for transparent, honest conversations

Reality: We'll share what's working AND what isn't. Losses happen. Strategies underperform sometimes. Modeling doesn't always match reality. If you need sugar-coating or marketing spin instead of honest disclosures, this partnership won't work.

✅ Still Here? Good.

If none of the above disqualifiers apply to you, you might be exactly the kind of long-term, aligned partner we're looking for. Let's explore if founding membership makes sense for your goals.

Continue to Founding Member Briefing Request

📋 Why We're This Transparent About Fit

We're capping founding membership at 25 investors. That's not a marketing gimmick—it's an operational reality. We'd rather have 15 deeply aligned partners who trust the process than 50 investors who panic at the first market dip or expect guarantees. This filter protects both of us from a misaligned relationship. If you made it past these disqualifiers, you're likely someone we want to partner with.

✓ WHO WE'RE LOOKING FOR

The Ideal Founding Member Profile

Beyond capital requirements and strategy fit, we're seeking founding members who share our values and vision for a long-term partnership.

🌱

Long-Term Partnership Mindset

You're not looking for a transactional relationship or a quick trade. You understand that building meaningful wealth takes time, discipline, and mutual commitment. You're seeking a multi-year, potentially generational partnership where success is shared and aligned.

🔍

Transparent Relationship & Trust

You value open communication, honest disclosures, and transparency over marketing hype. You appreciate that we share both the upside potential and the risk realities—nothing hidden, no fine print surprises. Trust is earned through clarity, not promises.

⚖️

Risk Acceptance & Realism

You understand that all investing involves risk—including possible loss of principal. You're not looking for guarantees or "sure things," but rather for a disciplined, first-principles approach backed by extensive modeling and risk controls. You accept that targets are aspirational, not guaranteed.

🔬

Confidence in Engineering Over Track Record

You understand the "autopilot analogy": 17 years of R&D, simulation, and stress testing creates a more reliable system than 5 years of live "luck." You value rigorous methodology, documented failure modes, and disciplined risk controls over decades of audited history. You recognize that every successful strategy started at the founding stage—and boarding early, after the system is certified, offers asymmetric upside.

🚀

Belief in Founding-Stage Opportunity

You see the value in being early. You recognize that founding-stage terms, locked-in fees, and asymmetric upside represent a unique opportunity that won't be available once the strategy scales. You're willing to partner at the ground floor in exchange for permanent advantages.

💰

Capital & Strategy Requirements

You have at least $100K in liquid investable capital (ideally $250K+), and you're seeking either pension-like cash flow or long-term wealth building. You value transparency, risk management, and complete alignment of interests over marketing promises.

If this describes you, you're exactly the kind of founding member we're looking for. Let's build something meaningful together—grounded in trust, transparency, and shared success.

Request Founding Member Briefing

What Financial Freedom Actually Looks Like

Real scenarios our founding members are building toward

📍 Replace Your W-2 Income

Scenario: $1M deployed targeting 1-2% monthly ($10,000-$20,000/month).

Cover your living expenses without touching principal. Work becomes optional. Travel on your terms. Spend time with family instead of commuting.

Illustrative target: 1-2% monthly distributions (12-24% annualized). Actual results will vary. Not guaranteed.

📍 Early Retirement Bridge

Scenario: $2M deployed targeting 1-2% monthly ($20,000-$40,000/month) until age 65.

Retire at 55 instead of 65. Bridge the gap until Social Security and pensions kick in. Enjoy your health while you still have it.

Illustrative target: 1-2% monthly distributions (12-24% annualized). Actual results will vary. Not guaranteed.

📍 Legacy Wealth Building with EPIG 500

Scenario: $500K in EPIG 500 targeting inflation-adjusted growth over 20+ years.

Strategy targets 5-6% annual outperformance vs. S&P 500 with downside protection framework (0% in bear markets). Build generational wealth tax-efficiently with a rule-based approach designed to beat the market in bull markets while preserving capital during bear markets.*

*Hypothetical target projection based on market modeling. Not historical performance. Actual returns will vary materially. Not guaranteed.

✓ ZERO RISK • ZERO OBLIGATION

Try The Cash Flow Strategy (No Capital At Risk)

See the strategy in action with a no-capital-at-risk demo (simulated)—virtual account, zero capital required

🎯 Watch Our Strategy Live for 60 Days

No real capital at risk. Open a $50K virtual demo account at Tradovate and our trades automatically copy to your account. Watch the strategy in action for 60 days with zero financial risk. Small copy trading platform fee applies ($15-25/month).

How the Virtual Demo Works

1

You Open a Virtual Account

You create a free $50,000 virtual (simulated) account at Tradovate.com. This takes about 5 minutes. The account uses virtual capital—you fund nothing.

📞 We'll guide setup in 15 minutes on Zoom — You won't do this alone. We walk you through account creation, copy trading setup, and answer any questions live.

💵 Exact cost: $15-25/month (usually $20) — This is the copy trading platform fee to mirror our trades automatically.

2

Trades Auto-Copy for 60 Days

Your virtual account automatically copies every trade from our master account in real-time. The $50K represents the 20% "engine" portion of a $250K portfolio (80/20 structure). Watch the Ekantik Cash Flow Strategy execute live with real market data for 60 days.

3

Review Results & Decide

After 60 days, review the actual performance against our target projections. See if the strategy meets your expectations. No pressure. No obligation. If you like the results, lock in founding member terms and deploy real capital. If not, simply cancel—your only cost was the $15-25/month platform fee.

📋 What You'll See Weekly in Your Demo Account

✓ Live Trade Executions: Every entry and exit copied automatically
✓ Daily P&L Updates: See profit/loss in real-time as positions move
✓ Risk Management Actions: Stop losses, position sizing, drawdown controls
✓ Performance Metrics: Win rate, average trade, monthly progress vs. targets
✓ Weekly Summary Email: Recap of activity, performance, and key observations

⚠️ Virtual Demo Disclaimer

Since the demo uses virtual (simulated) capital, you have no capital at risk—you cannot lose real money. However, simulated results may differ from live trading with actual capital due to factors like slippage, liquidity, and emotional decision-making with real capital. Demo performance does not guarantee future results. The virtual account lets you evaluate the strategy without putting capital at risk.

Request Your Demo Account Setup

We'll walk you through the Tradovate account setup process

🔒

You Sign Nothing Until After Validation

Founding member enrollment happens ONLY after:
✓ 60-day demo validates performance claims with real market data
✓ Detailed contract review clarifies all terms, fees, and obligations
✓ You're 100% confident and ready to deploy real capital

No pressure. No tricks. No surprises. You validate first, commit later.

Important Disclosure: The demo uses a virtual trading account at Tradovate with simulated capital that you create yourself. You'll pay a small copy trading platform fee ($15-25/month) to automatically mirror trades from our master account. While the virtual account uses real market data and pricing, simulated results may differ from live trading due to factors like slippage, liquidity, and emotional decision-making with real capital. Demo performance does not guarantee future results with actual capital. Past performance (simulated or live) is not indicative of future results. Demo availability is subject to capacity constraints and eligibility review.

HYPOTHETICAL PERFORMANCE RESULTS (FUTURES): Hypothetical performance results for the futures component have many inherent limitations. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. In fact, there are frequently sharp differences between hypothetical performance results and the actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results and all of which can adversely affect actual trading results.

MY JOURNEY

From Cybersecurity to Reality Models

The 15-year journey from curiosity to confidence

The Question That Started It All

I wasn't working in finance. I was a management consultant at Deloitte focused on cybersecurity—analyzing risk, designing resilient systems, and documenting failure modes.

But I became obsessed with a personal question that had nothing to do with my day job:

Is there a way to invest without losing money in downturns, while still capturing upside when markets rise?

I looked everywhere. Mutual funds gave me market beta with fees. Hedge funds promised alpha but came with hidden drawdowns. Systematic strategies either chased returns and accepted volatility, or preserved capital and gave up growth.

No one seemed to be engineering a system with risk control as the foundation, not an afterthought.

I couldn't find what I was looking for. So I started building it myself—nights and weekends at Deloitte, while still working in cybersecurity. What began as curious part-time exploration became an obsession I couldn't ignore.

The All-In Decision

In 2008, I made the decision: I quit Deloitte to pursue this full-time.

The part-time tinkering wasn't enough. I needed to go all-in. For 5 years, I did nothing but market modeling—no corporate job, no safety net, just pure research and system development. I studied market behavior across regimes, ran simulations, documented failure modes, and built what I call Reality Models: a structured approach to protecting capital while capturing growth.

The best metaphor is building aircraft autopilot software. During development, you're not trying to impress anyone with smooth test flights. You're deliberately stress-testing the system, finding edge cases, documenting what causes failures, and refining controls until behavior is predictable.

Early prototypes crash in the simulator—not because they're broken, but because that's how you find what breaks them. You document failure modes before passengers board.

My cybersecurity background taught me that resilient systems are built by studying what breaks them, not by hoping they work.

Reality Sets In: 10 Years of Part-Time Refinement

After 5 years, I had to return to employment—I needed income. But I didn't stop the work.

For the past 10 years, I've continued refining and testing the system part-time, using real capital—my own money on the line. Not simulations. Not paper trading. Real market conditions, real drawdowns, real discipline tests.

This wasn't about getting rich quick. It was about answering one question under real market fire: Can this system protect capital in bear markets while capturing upside in bull markets—consistently, across regime changes?

📋 The 15-Year Timeline

Humble Beginnings: No Ivy League degree, no family wealth, no industry connections

Cybersecurity Consulting: Deloitte Management Consulting (through 2008) — Risk assessment, system design, failure-mode analysis

Full-Time Development (2008-2013): 5 years building Reality Models from scratch

Part-Time Testing (2013-2024): 10 years with my own capital on the line

Total Journey: 15+ years from curiosity to institutional-grade system

Why 15+ Years? Because I Was Both Slow AND Deliberate.

People ask: "Why so long?"

Here's the honest truth: I was slow. And I was deliberate.

I come from very humble beginnings. I was trying to enter a field dominated by people with pedigrees—Ivy League degrees, family wealth, industry connections. I had none of that. What I had were self-belief challenges that took years to overcome.

Building the system was one thing. Building the confidence that I could manage other people's money? That took longer.

But there was another reason: I wanted to design a system from first principles that could compete with the best investment systems in the world on a risk-adjusted basis. Not just "good enough"—but truly world-class. That bar added years to the timeline.

For 15+ years, I was perfecting the methodology, proving to myself I belonged, and engineering a system that could stand alongside institutional-grade strategies. I had to validate every assumption, document every failure mode, and test under real market conditions—not just to make the system work, but to earn my own trust that it was truly world-class.

I refused to accept other people's capital until I could look in the mirror and say: "I'm ready. The system is world-class. And so am I."

💬

"Why did it take 15+ years? Because I was both slow AND deliberate. I come from humble beginnings, entering a field dominated by people with pedigrees. Building the confidence to manage your money was one thing. But I was also determined to design a world-class investment system from first principles. Both took longer than I expected."

— Hiren Desai

The System Is Now Institutional-Grade. And So Am I.

After 15+ years of development, testing, and overcoming my own doubts, I've reached a place I never imagined when I started:

The system is institutional-grade. The methodology is documented. The risk controls are proven under real market stress.

But more importantly, I'm ready. Not because I have a famous name or Wall Street pedigree—but because I've put in 15+ years of work that most people with those advantages never have to do.

I've tested this with my own capital. I've documented every failure. I've validated the system across bull, bear, and sideways markets. And I've built the confidence that comes only from doing the work no one sees.

Now, I'm inviting 25 founding members to partner with someone who got here the hard way—through relentless work, transparent methodology, and earned confidence.

This isn't a typical fund launch. It's a partnership with someone who's been exactly where you might be: wondering if this is real, if it's safe, if you can trust it.

I spent 15+ years asking myself those same questions. The answer I arrived at—after building, testing, failing, refining, and proving it with my own money—is what I'm offering you now.

Request Founding Member Briefing

Performance Targets

Framework designed for income + growth with risk controls

💰

Cash Flow Strategy

Target: 1-2% Monthly Distributions

$10,000-$20,000/month per $1M deployed

Hypothetical target based on strategy performance goals for the 20% margin account (with 2 buffer months). Actual results will vary materially. Not guaranteed.

📈

EPIG 500 Strategy

Target: 5-6% Annual Outperformance vs. S&P 500

0% Downside Capture Target in bear markets (capital preservation)

Hypothetical projections based on market modeling exercises. Not historical performance. Actual results will vary materially. Bear-market capital preservation objective may not be achieved in all market conditions. Not guaranteed.

How We Build Trust

Clear answers to the questions serious investors ask

👤 Who's Managing This?

I'm building Ekantik Capital Advisors after years of testing and refining a disciplined, first-principles trading system. Currently completing licensing and registration before deploying client capital. This is a founding member phase—you're joining at the ground floor with locked-in terms, transparent demo validation, and complete alignment of interests.

🏦 Where Are Accounts Held?

Your accounts remain in YOUR name at reputable third-party brokers. We never custody your funds. You maintain control of 80% in your own checking/savings accounts. The 20% trading account is held at your broker (e.g., Interactive Brokers, Tradovate) under your name—we manage it via limited trading authorization, but you own it.

✓ Accounts in your name • Third-party custody • You control 80% at all times • Broker-side risk controls

📊 How Do You Communicate?

Monthly Performance & Risk Reports:

Detailed breakdown of returns, trades, risk metrics, and progress toward targets

Quarterly Review Calls:

Direct access to discuss performance, adjust strategy, and align on goals

During Drawdowns:

Proactive communication about risk controls activated, positions adjusted, and recovery plan

🚫 What We'll Never Do

  • Overleverage your capital — Risk controls limit exposure, no gambling
  • Hide losses or underperformance — Full transparency, monthly reporting
  • Use your funds for anything other than the strategy — Limited trading authorization only
  • Pressure you into decisions — Risk-free demo, no obligation, your pace
  • Make guarantees about returns — Targets are projections, not promises
  • Operate without proper licensing — No client capital accepted until fully compliant

What Could YOUR Cash Flow Look Like?

Illustrative monthly distribution targets based on capital deployed

Minimum: $100K | Recommended: $250K+

$100K Capital Deployed (Minimum)

$1,000 - $2,000

per month*

$500K Capital Deployed

$5,000 - $10,000

per month*

$1M Capital Deployed

$10,000 - $20,000

per month*

$2M Capital Deployed

$20,000 - $40,000

per month*

*Illustrative target ranges based on 1-2% monthly distributions (12-24% annualized). Targets are not guaranteed. Actual distributions vary based on market conditions, strategy performance, and risk management decisions. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results.

Want projections customized for your specific situation?

Request Your Custom Briefing

The Cash Flow Framework

A structured approach to liquid asset deployment targeting both income and long-term wealth

Capital Allocation Structure
80%
LIQUID ASSETS (YOU CONTROL)
Your checking, savings, money market, or other liquid accounts. You maintain full control. Monthly distributions drawn from here.
20%
MARGIN ACCOUNT (WE MANAGE)
Held at broker in your name. Active trading with broker-side risk controls. Profits compound, replenish liquid at year-end.

Important: You keep 80% in your own accounts (checking, savings, money market) under your control. Only 20% is deployed in a margin account at your broker where we execute the strategy. Broker-side risk controls provide additional safety. Your capital remains in accounts held in your name.

The Monthly Cash Flow Cycle
1

Engine Trades Actively

20% margin account executes strategy with defined risk parameters. Profits compound within this account—no withdrawals during growth phase.

2

Distributions from Liquid

Target monthly distributions drawn from the 80% liquid account. Your cash flow comes from the stable, accessible portion—not the active trading engine.

3

Buffer Period (2 Months)

Months 11-12: No payouts. Strategy rests, positions rebalance, and preparation for year-end reset. Provides contingency and strategic flexibility.

4

Year-End Rebalancing

Engine profits transferred to liquid account, restoring it to 80%. Margin account resets to 20%. Cycle repeats in Year 2 with full capital intact.

How Distributions Work

Monthly distributions are drawn from your 80% liquid account—not from the active trading engine. This means your cash flow comes from the stable, accessible portion of your capital while the 20% margin account grows without interruption.

The 20% engine profits compound throughout the year (targeting 100% return on that portion). At year-end, those profits are transferred back to replenish your liquid account, restoring it to the full 80% allocation. The margin account resets to 20%, and the cycle repeats—your principal remains protected while distributions continue.

Buffer Period: Months 11-12 have no payouts, allowing the strategy to rest, rebalance, and prepare for year-end reset. This 2-month contingency period provides strategic flexibility and risk management.

Important: This framework is illustrative and educational. Actual allocations, distribution amounts, and timing may vary based on individual circumstances, market conditions, and strategy requirements. All investments involve risk. Target distributions are not guaranteed. Past performance is not indicative of future results.

Built-In Risk Management

Transparency and control mechanisms designed to protect capital and manage downside exposure

🎯

Disciplined Position Sizing

Strategic position limits designed to prevent overconcentration and manage exposure. Each deployment follows defined parameters to balance opportunity with preservation.

⚡

Liquidity by Design

Strategies focus on liquid securities and instruments. The majority of capital remains accessible, with deployment focused on maintaining flexibility and reducing lock-up risk.

📉

Downside Awareness

Risk-conscious framework with defined exposure limits. While no strategy can eliminate risk, disciplined controls are designed to manage downside and protect against catastrophic loss.

🔄

Regular Rebalancing

Systematic rebalancing ensures capital allocation structure is maintained. This discipline prevents drift, manages risk concentration, and keeps the strategy aligned with design parameters.

📊

Transparent Reporting

Complete visibility into positions, performance, fees, and risk metrics. No black boxes, no hidden strategies—full transparency in execution and results.

🤝

Fiduciary Alignment

Complete alignment means your interests come first. The proposed fee structure and elimination guarantee ensure success only when you succeed.

Two Complementary Strategies

Choose one or integrate both for comprehensive financial freedom

ENGINE 1: Cash Flow Strategy

Designed for those seeking pension-like, semi-passive income independent of employment. Target regular monthly distributions with a focus on liquidity and tax efficiency.

  • Target monthly cash distributions
  • Liquid securities focus
  • Tax-efficient structure
  • Risk-managed deployment
  • Buffer mechanisms for consistency

ENGINE 2: EPIG 500 Wealth Building

Target: 5-6% Annual Outperformance vs. S&P 500
Downside-mitigation objective + market-beating strategy in bull markets*

Long-term wealth accumulation designed to beat the S&P 500 by 5-6% annually with downside protection. Build generational wealth through disciplined, rule-based execution based on decade-long market modeling.

  • Target: 5-6% annual outperformance vs. S&P 500*
  • Downside-mitigation objective: Preserve capital in bear markets
  • +5-6% above S&P 500 in bull markets
  • Tax-advantaged, long-term capital gains focus
  • Rule-based strategy with transparent execution
  • Decade-long market modeling foundation

*Hypothetical target projections based on market modeling exercises. Not historical performance. Actual results will vary materially. Not guaranteed.

⚠️ HYPOTHETICAL PROJECTIONS

EPIG 500: Target Performance Framework

Enduring Principal Protected Income & Growth — A rule-based strategy designed to outperform in bull markets while targeting capital preservation in bear markets.

~13%
S&P 500 Historical
(Long-Term Average)
+5-6%
Target Outperformance
(Annual Alpha vs S&P 500)
0%
Downside Target
(Capital Preservation)

📊 What Does 5-6% Outperformance Actually Deliver?

Based on decade-long market modeling exercises comparing EPIG 500 strategy against S&P 500 benchmark

📉 Lost Decade: 2000-2010 (Modeled)

S&P 500 went nowhere. EPIG 500 turned $100K into $358K.

S&P 500
+4.57%
Total Return
EPIG 500
+258.64%
Total Return
📈 Wealth Impact:
$100,000 invested in 2000:
→ S&P 500: $104,570 (barely breakeven)
→ EPIG 500: $358,639 (3.4x more!)
S&P CAGR
-0.41%
EPIG CAGR
+12.31%
Negative Years
4 of 11
Negative Years
0 of 11

📈 Recent Decade: 2015-2024 (Modeled)

S&P 500 tripled. EPIG 500 turned $100K into $606K.

S&P 500
+242.57%
Total Return
EPIG 500
+506.65%
Total Return
📈 Wealth Impact:
$100,000 invested in 2015:
→ S&P 500: $342,574 (great decade)
→ EPIG 500: $606,654 (77% more!)
S&P CAGR
+13.10%
EPIG CAGR
+19.75%
Negative Years
2 of 10
Negative Years
0 of 10

🎯 The Power of 5-6% Outperformance + 0% Downside

🛡️
Zero Negative Years
0 of 21 years modeled negative vs S&P 500's 6 of 21
📈
Consistent Outperformance
+6.65% avg annual alpha across both decades
💰
Massive Wealth Gap
2-3x more wealth in both bull & bear decades

⚠️ MODELING DISCLOSURE: All figures shown are hypothetical modeled results based on decade-long market analysis exercises. These are NOT actual historical performance results. EPIG 500 strategy was not executed with real capital during these periods. Modeled CAGR of 12.31% (2000-2010) and 19.75% (2015-2024) vs S&P 500's -0.41% and 13.10% respectively demonstrate the target of 5-6% annual outperformance combined with bear-market capital preservation goal. Actual future performance will likely differ materially. All investments involve substantial risk. These projections are not guarantees. Past market conditions are not indicative of future results.

Strategy Design Objectives

🛡️

Downside Protection Goal

Capital preservation focus in bear markets. The strategy is designed to target minimal losses when markets decline through disciplined risk management and position controls. While downside protection is a primary objective, losses may still occur.

📈

Bull Market Outperformance

Target: +5-6% above S&P 500 in rising markets. When markets trend higher, the strategy aims to beat the benchmark by 5-6 percentage points annually through disciplined, rule-based execution.

📊

Market Modeling Foundation

Decade-long analysis and refinement. Strategy targets are based on extensive market modeling exercises analyzing various market conditions over extended periods. Targets reflect anticipated performance, not historical results.

⚖️

Rule-Based & Transparent

EPIG 500 is a disciplined, rule-based strategy—not discretionary trading. Clear entry/exit criteria, defined risk parameters, and transparent execution. No black boxes or subjective decision-making.

⚠️ CRITICAL DISCLOSURE: HYPOTHETICAL PROJECTIONS

All EPIG 500 performance targets are hypothetical projections based on decade-long market modeling exercises and analysis. These are NOT historical performance results. The strategy has not been executed with real capital over the referenced time periods. Target of 5-6% annual outperformance vs. S&P 500 is a forward-looking estimate that may not be achieved. Actual performance will likely differ materially due to factors including but not limited to: market conditions, implementation costs, slippage, liquidity constraints, and unforeseen market events. The bear-market capital preservation objective may not be achieved in all market conditions. All investments involve substantial risk, including possible loss of principal. These projections do not represent a guarantee, warranty, or prediction of future results. Consult with qualified financial and tax advisors before making investment decisions. EPIG 500 is not suitable for all investors. Past market conditions are not indicative of future results.

What Happens Next

Validate first, commit later — transparent process with zero pressure

1

Submit Your Interest

Complete the brief form below. This is an interest form, not a commitment. We'll review your submission and reach out within 48 business hours.

2

Strategy Briefing & Demo Setup

30-45 minute consultation where we review the cash flow framework, risk controls, and fee structure. Then, if interested, we set up your 60-day no-capital-at-risk demo account (simulated) to validate performance claims with real market data.

3

Validate Performance (60 Days)

Watch the strategy execute live with zero capital at risk. Review weekly P&L, trade execution, and risk management. Ask questions. Verify claims. Zero obligation to continue.

4

Contract Review & Term Clarification

After validating performance, we review the founding member agreement in detail: fee structure, terms, obligations, and disclosures. You have full clarity before signing anything.

5

Deployment (Only After You're Confident)

Once you've validated the strategy and reviewed terms, we handle real capital deployment and framework activation. Your founding member terms are locked in permanently.

✅

Validation-First Approach

You sign nothing until after validating performance and reviewing terms. The 60-day demo exists precisely so you can verify claims, test the strategy, and gain confidence before committing real capital. We succeed only when you're fully informed and comfortable.

Frequently Asked Questions

🚀 Getting Started & No-Capital-At-Risk Demo

How does the no-capital-at-risk demo work? +
You create a free $50,000 virtual (simulated) account at Tradovate.com in about 5 minutes. Your account automatically copies every trade from our master account using copy trading software. The $50K represents the "engine" portion of a $250K portfolio (20% of the 80/20 structure). For 60 days, watch the Ekantik Cash Flow Strategy execute with real market data. Zero capital at risk—100% virtual money. You pay only a small copy trading platform fee ($15-25/month). After 60 days, decide if you want to lock in founding member terms with real capital. No pressure, no obligation.
What if I lose money during the demo period? +
Since the demo uses virtual (simulated) capital in your Tradovate demo account, you have no capital at risk—you cannot lose real money. Your only cost is the $15-25/month copy trading platform fee (usually $20). The virtual account automatically copies our master account trades using real market data and pricing, so you see authentic strategy execution. However, simulated results may differ from live trading with actual capital due to factors like slippage, liquidity, and emotional decision-making. The demo lets you evaluate the strategy without putting capital at risk.
Who qualifies for the no-capital-at-risk demo? +
The demo is available to serious prospective members who are considering deploying capital in the $100K-$250K+ range. After your briefing call, if you're interested in the demo, we'll provide instructions to create your Tradovate virtual account and connect it to our master account copy trading. Since we monitor each demo account's progress, availability is subject to capacity constraints. Your only cost is the copy trading platform fee ($15-25/month). We offer this to demonstrate live strategy execution and build trust before you commit real capital.

⚙️ How Cash Flow Strategy Is Structured

What is the 80/20 allocation structure? +
80% = Your Liquid Assets (You Control)
You maintain 80% of your capital in your own accounts—checking, savings, money market, or other liquid holdings. This portion stays under your control. You are NOT sending us 80% of your capital. Monthly distributions are drawn from this 80% liquid reserve that you manage yourself.

20% = Margin Account at Broker (We Manage)
Only the 20% portion is deployed in a margin trading account at your broker (held in your name). This is where our strategy executes with broker-side risk controls (position limits, margin requirements, automated stops). Profits from this 20% engine compound throughout the year, then at year-end are used to replenish your 80% liquid reserve.

Key Point: You maintain control and access to 80% at all times. We only manage the 20% margin account for active trading. This structure maximizes safety, liquidity, and principal protection.
How do the monthly distributions work? +
Monthly distributions are drawn from your 80% liquid account—not from the active trading engine. This structure protects your principal while providing consistent cash flow. The 20% margin account (the "engine") trades actively, and its profits compound without withdrawals. At year-end, the engine's profits are transferred to replenish your liquid account back to 80%, and the engine resets to 20%—ensuring your capital structure remains intact. Important: Months 11-12 have no payouts (buffer/contingency period). Distribution amounts may vary based on market conditions. Distributions are not guaranteed.
Can I access my capital if needed? +
Yes, but understanding the structure and trade-offs is important:

🏦 Your 80% Liquid Reserve (Full Access)
The 80% of your capital remains in your own accounts under your control—checking, savings, money market, etc. You have complete access to these funds at any time. This is YOUR money, not held by us.

📊 The 20% Margin Account (Trading Engine)
The 20% margin account at your broker is where active trading occurs. Here's how access works:

Profit Withdrawal Options:
  • Weekly basis: You can request profit withdrawals weekly
  • Monthly basis: More common—withdraw accumulated profits monthly
  • Quarterly basis: Allows maximum compounding between withdrawals
  • Annual basis (Recommended): Optimal for hitting target yields—profits compound throughout the year, then transferred to your 80% reserve at year-end
⚠️ Important Trade-Off:
More frequent withdrawals = lower annual yields. Here's why: The strategy targets 1-2% monthly returns (with 2 buffer months), which requires the 20% margin account to generate significant returns through disciplined position sizing and compounding. This target can only be achieved if profits remain in the margin account to compound and scale position sizing. If profits are withdrawn mid-year:
  • Position sizing cannot scale with accumulated profits
  • Compounding is interrupted
  • Annual yield targets may not be met
  • Monthly distribution amounts will be reduced
📈 Example Impact:
Scenario A (Annual Compounding - Recommended):
20% margin account profits compound all year → Position sizing scales with accumulated profits → Target monthly distributions achievable → Full 1-2% monthly distributions possible

Scenario B (Monthly Withdrawals):
Profits withdrawn monthly → Cannot reinvest for position scaling → Annual return likely falls below target → Reduced monthly distributions
💡 Recommended Approach:
Keep the 20% margin account profits compounding throughout the year for optimal performance. If you need emergency access to capital, draw from your 80% liquid reserve first. At year-end, margin account profits are transferred to replenish your 80% reserve, and the cycle resets.

Bottom Line: You have flexibility, but more frequent profit withdrawals directly impact strategy performance and distribution targets. We'll discuss your specific liquidity needs and optimal withdrawal schedule during your briefing. Specific terms and notice periods are outlined in your client agreement.

🛡️ Risk Management & Returns

Are returns guaranteed? +
No. Returns are never guaranteed in investing—anyone who promises otherwise is being dishonest.

However, what we DO guarantee is our commitment to a disciplined, first-principles-driven framework designed to protect your capital while pursuing returns.

🛡️ The Four First Principles of Wealth Protection

"Before tactics come timeless truths..." — Building a Resilient Investment Framework

🛡️
1. Risk Management

Implement caps and limits to prevent catastrophic loss. Use stop-losses, diversification, and circuit breakers to ensure survival. The outer rings protect the inner core, creating a resilient investment framework.

⚖️
2. Position Sizing

Never risk too much on any single bet. Size each position proportionally to capital, edge confidence, and potential volatility. Discipline over emotion; math over gut feel.

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3. Expected Value (EV)

Ensure positive average return per unit of risk. Calculate EV before every investment and only proceed if genuinely positive. No guessing. No hope. Only math.

📈
4. Positive Expectancy

Every investment needs a structural edge that tilts odds in your favor. Only trade when you can mathematically prove advantage. Edge first. Execution second.

⚠️ Critical Truth: These principles protect capital and improve odds—they do NOT guarantee profits. All investments involve risk, including possible loss of principal. Markets are unpredictable, and no framework can eliminate uncertainty.

What This Means for You:
  • Target returns and distributions are goals, not promises. They reflect our modeling and first-principles design, but actual results will vary based on market conditions.
  • Risk management is embedded in the strategy, but cannot eliminate the possibility of losses. Capital preservation is our priority, but bear markets and volatility can still impact performance.
  • Past performance and modeling exercises are educational, not predictive. The strategy has been tested extensively, but future market conditions may differ from historical patterns.
  • Transparency is our guarantee. We will always show you the methodology, explain the risks, and share performance data—good or bad.
Bottom Line: We don't guarantee returns, but we do guarantee a disciplined, transparent, first-principles approach to wealth protection and growth. Your capital is managed with the Four First Principles at the foundation—risk management, position sizing, expected value calculation, and positive expectancy—because before tactics come timeless truths.
What risk controls are in place? +
We implement a multi-layered risk management system designed to protect capital while pursuing returns. Here are the key controls:

💰 Cash Flow Strategy - Risk Management System:
  • Hard Risk Limit: 2.5% daily / 5% weekly risk cap (≤1% of total portfolio at risk daily)
  • Automatic Recovery Protocol: Trading size reduces automatically during drawdowns to prevent compounding losses
  • Buffer Mechanism: Months 11-12 have no distributions—built-in flexibility to achieve 100% target on 20% margin
  • Year-End Rebalancing: Portfolio resets annually; margin profits replenish the 80% liquid account
  • Transparent Governance: Third-party custodians, independent auditing, real-time fee calculations
📈 EPIG 500 Wealth Building - Risk Controls:
  • Primary Position: Trades exclusively SPY (S&P 500 ETF)—500 companies, deep liquidity, transparent pricing
  • Opportunistic Bets: Sized at 0.5-1% of portfolio per bet—downside capped at 1%, upside asymmetric
  • 0% Downside Capture Goal: Defensive positioning in bear markets, capital preservation priority, rule-based exits

⚠️ Important: While these controls are designed to manage risk and protect capital, they cannot eliminate risk entirely. All investments involve risk, including possible loss of principal. The 2.5% daily limit and bear-market preservation objective are targets—not guarantees. Specific parameters are detailed in your client agreement.

💰 Fees, Requirements & Terms

What are the minimum requirements? +
The minimum capital requirement is $100,000 in liquid investable assets. However, we recommend $250K+ for optimal strategy implementation and meaningful cash flow generation. During your briefing, we'll discuss whether the framework makes economic sense for your specific situation and which strategy (Cash Flow vs EPIG Wealth Building) aligns with your goals.
How does the fee-elimination policy work? +
Simple: You only pay when targets are met. If we miss targets, fees are waived or reduced.

Three Ways This Works:
  • 💰 Targets Missed = Fee Waiver: If agreed-upon performance targets aren't met, fees are automatically waived or reduced for that period.
  • 📊 Make-Good Adjustments: For significant underperformance, compensation is provided through fee credits or deployment of research-driven alpha opportunities (uncorrelated opportunities targeting >10-20% upside) to bridge the gap.
  • 🎯 Long-Term Success = Fee Elimination: Founding members with sustained multi-year success can see fees progressively reduced or completely eliminated.

The Bottom Line: Unlike traditional 1-2% AUM fees (where advisors get paid regardless of performance), this model ensures complete accountability—compensation is earned only when delivering results.

Specific thresholds, timelines, and documentation are covered in detail during your founding member briefing.

📊 Investment Strategies & Investment Research

Can I start with one engine and add the other later? +
Yes. Many founding members begin with either the Cash Flow Strategy or EPIG Wealth Building and later integrate the complementary approach. Your founding member status and locked-in terms apply to your entire relationship, not just your initial strategy selection.
What is your Investment Research service and how does it support my goals? +
An institutional-grade research unit designed to identify high-conviction alpha opportunities—both to accelerate performance and compensate for any underperformance.

🎯 Target: Multiple uncorrelated opportunities annually with >10-20% upside potential each

📊 Purpose: Target 2-3× market performance in bull markets; when core strategies underperform, research opportunities bridge the gap

How It Supports Your Goals:
  • Upside Acceleration: When core strategies perform well, research amplifies returns (capturing 30-50% moves in overlooked opportunities)
  • Downside Compensation: When targets missed, research positions sized to recover the performance gap—active "make whole" recovery
  • Uncorrelated Alpha: Opportunities driven by company-specific catalysts, not market direction (0.5-2% position sizes, 20% max exposure)

💡 Example: Cash Flow Strategy generates 1.2% monthly (target: 1.5% = 0.3% shortfall). Research identifies a biotech FDA catalyst with 25% upside. A 2% position capturing 60% of the move generates 0.3% portfolio return—closing the gap.

Five Research Desks: AOMG (macro growth themes) • Disruption & Innovation • Mag 7 Concentration Risk • Episodic Pivots • Bias/Sentiment Extremes

⚠️ Disclosure: Research opportunities involve higher risk due to concentration. Target returns are hypothetical projections, not guaranteed. All investments involve substantial risk, including loss of principal. Individual positions may experience significant losses despite risk controls.

What is EPIG 500 and how does it work? +
EPIG 500 stands for Enduring Principal Protected Income & Growth. It's our rule-based wealth building strategy designed for long-term, tax-advantaged growth with downside protection. Based on decade-long market modeling, the strategy targets 5-6% annual outperformance vs. S&P 500 with a focus on capital preservation. Key features include: (1) Downside-mitigation objective in bear markets (capital preservation focus), (2) +5-6% above S&P 500 in bull markets, (3) Rule-based execution with transparent criteria, and (4) Focus on long-term capital gains for tax efficiency. ⚠️ IMPORTANT: These are hypothetical projections based on market modeling exercises, not historical backtested results. Target of 5-6% annual outperformance may not be achieved. Actual performance may vary significantly. All investments involve risk, including loss of principal. EPIG 500 is designed for those building generational wealth over 10+ year timeframes.

🔒 Trust, Track Record & Compliance

What is your track record? Why should I trust this approach? +
I spent 15+ years building the autopilot — not selling airplane tickets.

Most people judge traders like they judge gamblers: by short-term outcomes. What I've been building is closer to an aircraft autopilot. For 17 years, I've been modeling market "weather" across time horizons—running simulations, documenting failure modes, refining risk controls—so the system behaves predictably across market regimes (bull, bear, sideways).

Why R&D performance looks inconsistent: During development, an autopilot system is designed to crash in the simulator. You're deliberately stress-testing edge cases, finding failure modes, and iterating the rules. Early prototypes should fail — because you're discovering every way the system can break before passengers (real capital) are on board.

That's exactly what I've been doing with my Reality Models (long-term, intermediate-term, intraday). During R&D, performance looks erratic because the system is changing by design. The payoff: once the model is stable and risk-controlled, it becomes an asset that scales — like certified autopilot software. Same core logic, bigger plane, more flights, more compounding.

🛫 The Autopilot Is Now Certified for Flight:
After 17 years of simulation and stress testing, the system is ready for real capital deployment. The 60-day virtual demo lets you watch the "autopilot" fly in real market conditions before you board. You're validating the system works as designed — not betting on unproven speculation.

Why this is a Founding Member offering: Because I'm ready to prove it works with real capital alongside a select group of founding partners. This isn't a long-established fund with decades of live track record—it's a rigorously tested, engineered system transitioning from R&D to live deployment. By joining as a founding member, you become part of an asymmetric payoff opportunity:

  • Upside: If the strategy performs as modeled (5-6% annual outperformance + bear-market capital preservation), you benefit from locked-in founding member terms forever—and if Year 1 targets aren't met, Year 2 is free while you keep your lifetime founding terms.
  • Downside Protection: The strategy is designed with capital preservation as a core principle. You're not betting on unproven speculation—you're partnering in a disciplined, rule-based system built to manage risk first.
  • Shared Success: Your success is my success. The fee structure and founding member benefits align our interests completely. I succeed only when you succeed.
This is about partnership, not promises. The 60-day risk-free virtual demo exists precisely because I want you to see the "autopilot" execute live before committing real capital. I'm confident in the methodology because it's grounded in 17 years of engineering and extensive modeling—but I also respect that trust is earned, not given.

Bottom line: If you're looking for a 20-year audited track record, this isn't the right fit. But if you see the value in joining a rigorously engineered strategy at the founding stage—with 17 years of R&D, downside protection, transparent modeling data, locked-in terms, and asymmetric upside—then this could be exactly what you're looking for.
Are you licensed? Is this compliant? +
Full transparency: We are in the pre-launch phase. Licensing and registration will be completed BEFORE any capital deployment.

⚠️ Current Phase: 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

Before Capital Deployment:
  • Complete RIA registration and appropriate licensing
  • Establish legal entity and compliance infrastructure
  • Arrange third-party custody with reputable brokers
  • Have all client agreements reviewed by securities counsel
Your Protection: 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.

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.
How tax-efficient is the structure? +
Our goal is to work with you to implement the best tax-efficient structure for YOUR specific situation. Tax optimization isn't one-size-fits-all—it depends on your business ownership, retirement assets, estate planning priorities, and capital access needs.

Cash Flow Strategy Tax Efficiency:
The effective federal tax rate for the Cash Flow Strategy typically ranges from 18.2% to 26.8% depending on your income bracket and holding periods. This is achieved through:
  • 60/40 tax treatment for certain trading instruments (60% long-term capital gains, 40% short-term)
  • Strategic holding periods to maximize long-term capital gains treatment where possible
  • Tax-loss harvesting opportunities to offset gains
  • Section 1256 contracts preferential treatment (when applicable)
EPIG 500 Wealth Building Tax Efficiency:
Designed for maximum tax advantage through:
  • Long-term capital gains focus (holding periods over 1 year for 15-20% federal rate)
  • Tax-deferred compounding within the strategy
  • Harvesting losses strategically to offset high-income years
  • Estate planning integration for step-up basis benefits
Structure Optimization Decision Tree:
During your founding member briefing, we'll walk through a structured decision process to determine the optimal wrapper for your situation:
  • Own a profitable business? → Cash-Balance Plan may offer large deductible contributions + ERISA oversight
  • Already have ≥$1M in rollover-eligible retirement assets? → Self-Directed Roth IRA or Solo 401(k) for zero tax drag and simple custody
  • Tax-free estate planning a priority + medically insurable? → Premium Financing Universal Life (PPLI) for tax-free growth + death benefit
  • Need capital access in first 5-7 years? → Private Placement Variable Annuity (PPVA) with tax-deferred, surrender schedule
  • Comfortable with 10% remainder to charity? → Charitable Remainder Unitrust (CRUT) for tax-exempt compounding + deduction
  • None of the above fit? → Taxable Account with Section 1256 futures for 60/40 tax treatment (target ~18.2-26.8% effective rate)
Bottom Line: We don't force you into a pre-determined structure. Instead, we collaborate with you (and your CPA/estate attorney if desired) to design the most tax-efficient implementation based on YOUR circumstances. The Cash Flow Strategy can be deployed across virtually any structure, and EPIG 500 is particularly well-suited for tax-advantaged wrappers like Roth IRAs, 401(k)s, and PPLI.

Tax treatment depends on individual circumstances. Consult with your tax advisor and estate attorney. Ekantik Capital Advisors does not provide tax or legal advice.
Is there a deadline for founding member status? +
Founding member status is capacity-limited rather than time-limited. Once capacity is reached, the offering will close and only standard membership terms will be available. We recommend expressing interest promptly if you're considering participation.

See If the Framework Fits Your Goals

No obligation. No pressure. Just a transparent conversation about the cash flow strategy.

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