LET’S GET RICH TOGETHER - LEVI WOODS

Managed Capital

Your Account

Access professional options management without the learning curve. Expertly traded strategies, executed directly in your personal IBKR account.

PROFESSIONAL MANAGEMENT
YOUR ACCOUNT
TOTAL ALIGNMENT
TAILORED RISK

Testimonials:

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How do Managed Accounts work?

Request Access — Complete the eligibility check to receive the latest performance reports and a priority introduction.

Strategy Discovery — Schedule a no-obligation call with an account manager to align the strategy with your specific wealth goals.

Secure Connection – Grant "Trade-Only" permissions in your IBKR account. You maintain 100% ownership and withdrawal control.

Live Monitoring — Watch trades execute in real-time. Relax as the professional desk handles the daily management for you.

Fully Managed Generational Wealth Building

Access the Strategies of the TOP 1%

  • Security First - Your money never leaves your hands. Strategy is executed directly inside your Interactive Brokers (IBKR) account. You have 24/7 visibility and 100% ownership.

  • Performance-Driven - With a shared-success model, the firm is incentivized to prioritize growth. We win when you win.

  • Absolute Freedom - Experience the power of institutional options trading without the learning curve or the time commitment. Truly passive generational wealth building.

Due to the specialized nature of these strategies, this program is currently limited to members with a minimum of $100,000 USD in investable capital. If you meet this requirement, please complete the form.

Country

Access the Strategies of the TOP 1%

  • Security First - Your money never leaves your hands. Strategy is executed directly inside your Interactive Brokers (IBKR) account. You have 24/7 visibility and 100% ownership.

  • Performance-Driven - With a shared-success model, the firm is incentivized to prioritize growth. We win when you win.

  • Absolute Freedom - Experience the power of institutional options trading without the learning curve or the time commitment. Truly passive generational wealth building.

How do Managed Accounts work?

  • Request Access complete the eligibility check to receive the latest performance reports and a priority introduction.

  • Strategy Discovery schedule a no-obligation call with an account manager to align the strategy with your specific wealth goals.

  • Secure Connection grant "Trade-Only" permissions in your IBKR account. You maintain 100% ownership and withdrawal control.

  • Live Monitoring watch trades execute in real-time. Relax as the professional desk handles the daily management for you.

Frequently Asked Questions

Do I need Trading Experience?

No. This is a fully managed "Done-For-You" service. Professional account managers execute all strategies on your behalf. While you can watch every trade happen live, no manual input is required from you.

Do I need an Interactive Brokers (IBKR) account?

Yes. The strategy is executed within the IBKR ecosystem. You can use an existing account or open a new one (Individual, Joint, or Corporate). Because it is your account, you maintain 100% ownership at all times.

How do I monitor my trades and holdings?

Since the trades happen directly in your account, you have 24/7 visibility. You can use the IBKR mobile app, web portal, or desktop workstation to see live positions, fills, and balances in real-time.

Are my funds secure?

Your capital never leaves your account. Only you have withdrawal authority; the management firm only has "Trade-Only" permissions. While all market investing involves risk of loss, your funds are protected by the same institutional-grade security and SIPC protections provided by IBKR.

What countries are eligible?

Managed accounts can be facilitated in any country where Interactive Brokers currently operates.

What specific strategies are traded?

The firm utilizes a per client, custom approach combining Stocks, ETFs, and Options. Options are primarily used to hedge risk and generate income, allowing the strategy to be customized to your specific risk tolerance.

What are the fees?

The structure includes a small annual management fee to cover institutional infrastructure and 24/7 monitoring, combined with a 20% performance fee. This ensures the firm is primarily rewarded based on your success, keeping our interests perfectly aligned.

Does Levi execute the trades?

No. Levi acts strictly as an "Introducer." All trading is handled by a professional boutique firm. Levi has no access to your capital or the ability to execute trades; his role is to connect qualified members with institutional-grade management.

How is the firm (and Levi) compensated?

Fees are handled automatically through IBKR’s transparent "Advisor Billing" system. The management firm receives the fees directly from the account, and Levi receives a small referral percentage from the firm for the introduction.

I don't handle your money, and I don't bill you manually. Everything is governed by Interactive Brokers' institutional software. I only get compensated when the firm successfully manages your capital and the system processes the agreed-upon split.

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