0SPX Managed Solutions

For investors who prefer a hands-off approach, 0SPX Managed Solutions provides professional management powered by our systematic trading strategies. You stay invested. We handle the execution.

$50K

Minimum Investment

Designed for investors ready for a professionally managed allocation.

2%

Annual Management Fee

Charged on assets under management (AUM).

30%

Performance Fee

Applies only to net new profits, subject to a High-Water Mark.

How fees work

The 2% annual management fee covers ongoing portfolio management, strategy oversight, and operational support.

The 30% performance fee applies only to net new profits above the High-Water Mark. If the account has not exceeded its prior peak, no performance fee is charged on that recovery period.

Illustrative example

An account starts at $100,000 and grows to $120,000. Net new profits are $20,000. The performance fee on that gain would be 30% of $20,000 ($6,000), and the new High-Water Mark becomes $120,000.

If the account later declines to $110,000 and recovers back to $120,000, no additional performance fee applies until it exceeds $120,000. Figures are illustrative only and do not represent actual or expected results.

How it works

1

Discovery call

We review goals, risk tolerance, and suitability for a managed allocation.

2

Onboarding

Complete agreements, fund the account to the $50K minimum, and complete setup.

3

Systematic management

Our team applies 0SPX systematic strategies with ongoing oversight and reporting.

4

Ongoing alignment

Stay informed through updates and reviews as markets and objectives evolve.

FAQs

Who is Managed Solutions for?

Investors who want exposure to 0SPX systematic strategies without day-to-day trading involvement, and who can meet the $50K minimum.

What is a High-Water Mark?

A High-Water Mark ensures performance fees are charged only on net new profits above the previous peak account value used for fee calculation. You are not charged a performance fee twice on the same gains.

How is this different from self-directed 0SPX strategies?

Self-directed offerings put strategy deployment and oversight in your hands. Managed Solutions is a hands-off option where professional management applies our systematic approach on your behalf.

Can I withdraw or adjust my allocation?

Liquidity and notice terms are set out in your managed account agreement. Contact us to discuss timing and process for your specific arrangement.

Are results guaranteed?

No. Trading involves risk, including loss of principal. Past performance is not indicative of future results.

Important disclosures. 0SPX Managed Solutions is offered subject to eligibility, suitability review, and executed agreements. Fees described ($50K minimum investment, 2% annual management fee, 30% performance fee with High-Water Mark) are current standard terms and may be updated. Examples are hypothetical and for explanation only. Trading futures, options, and related instruments involves substantial risk of loss and is not suitable for every investor. Nothing on this page is investment, tax, or legal advice.