OPCREST Investment Management, LLC

OpCrest provides discretionary portfolio management to individual clients, including high-net-worth individuals, primarily through strategies built around option contracts and the buying and selling of exchange-listed and over-the-counter securities. The firm tailors accounts to clients’ goals, risk tolerance and tax considerations and makes performance-based fee arrangements available to qualified clients.

Its investment approach emphasizes option contract strategies—such as vertical and calendar spreads, condors and covered options—often structured to generate income from time decay and to capture returns from market movement and volatility. The firm monitors option positions daily and integrates technical signals (for example, S&P 500 trends relative to longer-term moving averages) to adjust equity exposure and, when appropriate, shift allocations toward cash or money-market instruments.

What is distinctive relative to most peers is the routine use of derivatives within separately managed accounts and the explicit availability of incentive-style (performance-based) fees, with the firm committing to manage performance-fee and fee-based accounts side-by-side and to disclose allocation of time and resources to mitigate conflicts. The firm’s manager also invests personal and family assets alongside client accounts and seeks to use block trading where feasible, while maintaining continuous discretionary oversight of positions.