FlexIncome Fund

FlexIncome Fund provides discretionary portfolio management and investment planning to high‑net‑worth individuals, institutions, businesses, and retail investors. The firm reports managing about $7.4 million in regulatory assets for four clients and builds customized portfolios focused on equities, ETFs, and options to pursue income and risk‑adjusted returns.

The firm combines fundamental and technical analysis to pursue long‑term growth and income generation, employing dividend‑oriented positions and selective options strategies for income and downside protection. It implements these strategies in separately managed accounts and explicitly uses derivatives (including options) in those accounts for hedging and income, a practice that is uncommon among independent advisers.

FlexIncome Fund offers performance‑based fee arrangements to qualified clients and manages side‑by‑side accounts with and without such fees, disclosing the potential for conflicts and maintaining documented allocation policies and quarterly compliance reviews to mitigate them. Client assets are held by an independent custodian (Interactive Brokers) and the adviser invoices advisory fees rather than withdrawing them directly from client accounts, with quarterly reporting and custodial statements available to clients.