S2O Capital Management

S2O Capital Management provides discretionary portfolio management and ongoing investment advice to individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, and corporate entities, implementing client‑specific Investment Policy Statements that document goals, risk tolerance, and time horizon. The firm generally requires a $100,000 account minimum (which it may waive) and delivers regular account reviews and quarterly custodian statements.

The firm’s investment approach combines charting, fundamental and technical analysis with a probability‑based study of volatility to guide decisions; it typically pairs a long‑term core equity portfolio with income‑generating option strategies, notably selling out‑of‑the‑money time premium. S2O also uses short sales, margin transactions, and concurrent long/short positioning as part of its active risk management and requires discretionary authority to implement these strategies.

Notable features that differ from most independent peers include the firm’s use of derivatives and borrowing within separately managed accounts—explicitly employing options writing and margin—which the brochure emphasizes as central to its attempts to monetize volatility and reduce cost basis. The ADV also discloses hypothetical performance results and identifies Interactive Brokers as its required custodian (with related soft‑dollar benefits); the brochure records a prior Colorado licensing order that imposed temporary compliance conditions, which concluded in mid‑2023.