We specialize in equity collar strategies. Using a number of due diligence techniques developed in-house, we identify and capitalize on collar strategies and dividend yields based on Exchange Traded Funds (ETFs). We employ a disciplined risk management system in order to preserve clients' capital in all market conditions. We screen all ETFs that we use for volatility and liquidity in both the ETF and the options market accompanying it.
The benefits for our clients include steady returns, excellent liquidity, and no restrictions on withdrawals or additions to client accounts. We charge industry standard fees and we can apply our techniques to taxable and non-taxable accounts alike. We use Interactive Brokers as our trading platform, providing security and total transparency along with excellent low-cost trade execution.
Magis has a very specific focus on equity index collar products, based on academic research validated by long-term studies. Our focus on this strategy since 2008 has gathered trading expertise and know-how to optimize the strategy for our clients. Plus, using Interactive Brokers as our custodian allows us to realize excellent trade execution and minimal transaction fees. Finally, we are small and nimble and our strategies are highly scalable as we increase our assets under management.
Once we've identified a suitable investment strategy for a client, setting up an account is a short process involving an advisory agreement and the creation of a custodial account to house the client assets. Clients have full access to the account positions and trade details through the Interactive Brokers website. Our strategies are designed to provide excellent liquidity and minimal volatility, and clients may withdraw or add money at any time. Our job is to perform the trades and monitor the strategies in individual client accounts.
Janar Wasito, Founder and Managing Member Before starting Magis, Janar worked for MDNH Partners, LP, an option strategies hedge fund, and for UBS. Janar is a graduate of Harvard University and Stanford Law School, where he also took portfolio management, options and futures, and entrepreneurship classes at Stanford Graduate School of Business.
Tim Lacey, Portfolio Manager Prior to working with Magis, Tim was a Founder and Chief Financial Officer of Immersion Corporation, NASDAQ: IMMR. Tim is a graduate of Stanford University with undergraduate and graduate degrees in Mechanical Engineering.
Magis Capital Management, LLC, a Delaware Limited Liability Company, is a Registered Investment Advisor.