Business Principles, Tools, and Techniques in Participating in Various Types...
De Sola Capital Partners, Inc.
1. DE SOLA CAPITAL PARTNERS, Inc
A Proprietary Trading Firm
Knowledge & Transparency
www.desolocapital.co
2. Overview
! Investment Philosophy Characteristics
! Basic Structure
! Structural Issues
! Timeline
! Disclaimer
De Sola Capital Partners, Inc
3. Investment Philosophy
• Proprietary Trading Firm Using Refined Options
Strategies.
• Trading Strategies:
– Non- Directional: Pairs Trading.
– Directional: Non-Traditional Financial Instruments:
* Directional Options Spreads, Reversals and
combinations on Stocks, ETFs & Indexes.
• Fees
– 0 and 20
• Taxation:
– “pass-through” taxation
De Sola Capital Partners, Inc
4. Structural Issues
! FORMAT: Separate Managed Accounts (SMA)
! Quarterly Reporting.
! Minimum Investment:
! $500,000.00
! Withdrawal and Contribution Periods
! Open, No Restrictions.
! Fees:
! Based on Performance; High Watermark.
De Sola Capital Partners, Inc
5. Timeline
! Step #1: Client opens account with online
brokerage and communicates risk tolerance.
! Step # 2: Client Gives De Sola Capital
Partners, Inc Limited Trading Authorization.
! Step #3: Trading Starts.
De Sola Capital Partners, Inc
6. DISCLAIMER
The Investment Objective is to achieve long-term after-tax capital
appreciation , primarily by investing with a long-term perspective by
investing in a portfolio of diverse financial instruments with significant
upside potential.
! Some investors may have different fee arrangements, depending on the
timing of a specific
investment, net performance for an individual investor may vary from one
to another.
! Past results are no guarantee of future results and no representation is
made that an investor will or is likely to achieve specific results. All
investments involve risk including the loss of principal. This document
does not constitute an offer to sell or the solicitation of an offer to
purchase any security or investment product.
!
www.desolocapital.co
De Sola Capital Partners, Inc