Using Options to Define Tomorrow’s Risk Today

IPS Strategic Capital Provides Unrivaled Protection to Individuals, Endowments and Institutions

By: Dominick Paoloni, CIMA® CIO & Founder Portolfio Manager, IPSAX Adjunct Professor, University of Colorado, University of Denver

What everybody wants to know Is this a good time to buy the dip, hold your current positions, or  go to cash?  I’ve been in this business for over 30 years, and I have learned some tough lessons: Market timing is a fool’s game. People confuse being lucky for being good. Buying and holding for the long term is a strategy that, near retirement, can keep you working longer than you would like…

Where is the market going, and what should I do?

By: Dominick Paoloni, CIMA® CIO & Founder Portolfio Manager, IPSAX Adjunct Professor, University of Colorado, University of Denver

“Bonds no longer provide reliable diversification or an effective hedge.”

Our Featured Videos

0 +

Years Of Experience

About us

Since 1996, IPS Strategic Capital has grown and protected wealth by generating consistent, non-volatile returns regardless of market conditions. We rely on mathematics, not speculation. We firmly believe there is a better, safer way to invest through the conservative use options to define tomorrow’s risk today.

The IPS Team

Dominick Paoloni, CIMA

Founder & CIO

Portfolio Manager, IPSAX
OIC Advisor Leadership Council
Adjunct Professor,
University of Denver
& University of Colorado

Patrick Hennessy, CMT

Head Trader

Patrick leads the trading team and is responsible for executing all equity and derivative transactions by utilizing his in-depth knowledge and understanding of options.

Mallory Bramer

Office Manager | Client Service Specialist

Mallory is responsible for ensuring that all office and client operations are optimized, and she is passionate about maintaining positive relationships with our clients and providing the highest level of satisfaction and client service at IPS.

Brian Hennigan

Quant Analyst

Brian utilizes his knowledge of quantitative analysis and finance to perform in-depth back-tests and detailed regression analyses for the firm.

Christian Wooldridge

Software Engineer

Christian utilizes his knowledge of quantitative analysis, finance, and coding to perform in-depth back-tests and detailed regression analyses for the firm. 

Mahdi Mahjoub, MS

Senior Quant Analyst

Mahdi utilizes his knowledge of quantitative analysis, finance, and coding to perform in-depth back-tests and detailed regression analyzes  for the firm.

Thomas Cusack

Account Executive

Thomas is focused on our communication and sales, educating interested investors about IPS risk management strategies and our hedging expertise.

Kirk Glienke, MS

Marketing Coordinator

Kirk’s goal at IPS is to ensure accurate, clear communication about IPS, its goals, and the value it provides to its clients.

Featured Article

By: Dominick Paoloni, CIMA, and Patrick Hennessy, CMT

IPS Bear Strategy

 The IPS Bear Strategy has proven to be a great overlay within a portfolio framework. Through the COVID-19 drawdown, a small allocation (appx. 5% of the portfolio) to the IPS Bear Strategy reduced the market drawdown in the S&P 500 from 34.4% to 10.8%. This real data demonstrates how a de minimus allocation to the IPS Bear strategy facilitated outperformance of the S&P 500 by over 15%

Dominick Paoloni, CIMA

Founder & CIO

Portfolio Manager, IPSAX
CIO & Founder

Adjunct Professor, University of Colorado
& University of Denver

TD Ameritrade Trading Panel

OIC Advisory Council

In my 30+ years of professionally managing money and building portfolios, I have found that all traditional financial models, including Markowitz, Bootstraps, Johnson Distribution, and G.A.R.C.H, have fatal flaws that become very evident in unstable, volatile markets.  It has been my life’s journey to define modeling tools that provide stable covariance through all types of market conditions. This journey has led me to the discovery that exchange-traded options provide the most powerful, efficient way to solve the modeling dilemma, which has enabled me to help my clients consistently grow their money regardless of market volatility.

As with any tool, one must learn how to use and apply options effectively and efficiently. To successfully harness options’ power as an unparalleled risk management tool requires expertise and diligence. At IPS, we have devoted ourselves to this task, and my experienced quant team and I have built a suite of low-cost hedging tools appropriate for pensions, endowments, advisors, and individual investors.  Our unique suite of hedging products has proven to define and reduce downside risk, always protecting against the downside, while simultaneously allowing our clients to participate in the market’s upside opportunities. Thus our mantra: Always Invested, Always Protected.

Disclaimer

While the information contained in this website is representative of the best available information at the time, we cannot guarantee the accuracy of said information.  The information on this website should not be misconstrued as an offer to buy or sell, or a solicitation to buy or sell securities.  Any historical, non-hypothetical performance contained within this website is representative of net-of-fees performance.  The past performance of any investments does not necessarily indicate the future performance of any investments.  No client, current or prospective, should assume the future performance of their investments will be profitable based on historical performance. All investments have the potential for profit and loss.  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s portfolio.  One should always consult an investment advisor before making any investment decisions.

Disclosure Notice

Live Market Data
  • Loading stock data...