Market Cycle Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Market Cycle Investments LLC is a state-registered investment manager that provides discretionary portfolio management primarily through sector-focused ETF strategies and pooled vehicles. The firm targets institutional and retirement-plan clients and also offers separate strategies for accredited and individual investors, though it is newly formed and currently reports no assets under management.
Investment decisions rely on historical, macroeconomic, and technical analysis to adjust sector allocations according to measured or perceived market risk, and the firm offers defined solutions including a capital-preservation option, a cycle-driven Bull/Bear strategy, and customizable client portfolios. Management is provided on a discretionary basis by the firm’s sole principal, and the firm does not provide financial planning or participate in wrap-fee programs.
Notable distinctions include a performance-based incentive tied to the Bull/Bear strategy with a high-water mark and an explicit intention to use inverse and leveraged ETFs and margin—each only with client pre-approval—to express short and leveraged exposure across market cycles. The firm discloses a preferred custodian relationship with Interactive Brokers and notes the principal’s limited outside involvement in real estate investment activities, which may be relevant when assessing operational capacity.
Client services
Expertise
Fee options
1.00% annually
15% of capital gains at year end with high water mark for Bull/Bear Trend Portfolio only
Account minimum: $250,000 Fee-only: 1.00% annually for Safety-First and Custom Client Portfolios; 1.00% annually plus 15% performance fee for Bull/Bear Trend Portfolio
Main office
Louisville KY
Advisors at this office
1
Most active in
Kentucky
Also doing business as
Investech Capital Management LLC · Market Cycle Investments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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