Portfolio Management
Smart, Active Portfolio Management—Tailored for Real Life
Investing with Purpose. Managing with Precision.
At Cirrus Capital, we offer discretionary portfolio management for individual clients who want their investments actively managed with insight, discipline, and strategy. Whether you’re focused on growth, preservation, or a balance of both, our portfolios are managed to adapt as the markets shift.
What We Offer
We provide
portfolio management services for individual accounts with the following registration types:
- Individual
- Joint
- Trust
- IRA
- Roth IRA
- UGMA/UTMA
Client accounts are held at Interactive Brokers, LLC, where Cirrus Capital manages them on a discretionary basis—meaning we make investment decisions on your behalf, based on your selected strategy.
Assets We Actively Manage
Cirrus’ portfolios are carefully constructed and actively managed using a blend of:
- Equities
- Exchange-Traded Funds (ETFs)
- Options
Our strategies are grounded in macroeconomic insight, technical analysis, and hands-on market experience—designed to navigate market risk while seeking attractive long-term returns.
Five Portfolio Options.
One Clear Framework.
All accounts are placed into one of five portfolio groups, based on your account type, size, and comfort with volatility or drawdowns. This structure allows us to manage each account efficiently while offering clients the ability to choose based on personal preferences.
| Portfolio Name | Account Size | Account Type | Risk Profile |
|---|---|---|---|
| Dagger | $30,000+ | Qualified / Non-qualified | Focuses on capital appreciation; higher risk and potential reward. |
| Sword | $150,000+ | Qualified / Non-qualified | Focuses on capital preservation; lowest expected drawdowns. |
| Longbow | $200,000+ | Non-qualified only | Aggressive growth using leverage; highest volatility and largest drawdowns. |
| Spear | $200,000+ | Qualified only | Designed for clients wanting Longbow’s strategy—without margin/leverage risk. |
| Sling | $5,000 – $30,000 | Qualified / Non-qualified | Provided for clients that have already met $100,000 minimum threshold in another portfolio. |
Note: Clients may select from the available portfolios based on their goals and preferences, but investments within each portfolio are managed collectively. Custom security restrictions are not available outside this framework.
Transparency You Can Trust
Want a deeper understanding of how we manage portfolios, handle client relationships, and structure our advisory services? Our Form ADV provides a detailed look at our business practices, investment approach, and regulatory disclosures.
We believe in full transparency—because informed clients make better financial decisions.
Purpose-Driven, Actively Managed
We manage all accounts collectively by portfolio group, applying active strategies across each group based on market outlook, risk conditions, and investment potential. Our process ensures a consistent, disciplined approach for each portfolio that we manage.
And we believe in what we do. Our team members invest their own personal assets using the same strategies and portfolios offered to our clients. It’s not just your money in these markets—it’s ours, too.