Your Edge, Across Every Asset Class
Most advisors park your capital in a single sleeve and call it a strategy. We move fluently across equities, options, futures, currencies, and commodities — adjusting exposure as opportunities shift, hedging when risk spikes, and pressing when conditions favor conviction. Here's where we operate, how we think about each market, and why multi-asset fluency is the foundation of everything we build for our client engagements.
Five Asset Classes, One Unified Strategy
North American Equities
Mid-cap and large-cap stocks across U.S. and Canadian exchanges — NYSE, NASDAQ, TSX, and TSX Venture for select small-cap momentum plays. We enforce a minimum average daily volume threshold of 500,000 shares to ensure clean execution and tight bid-ask spreads on every position. Our equity process focuses on institutional accumulation patterns, relative strength breakouts versus both sector and broad-market benchmarks, and sector rotation signals that identify capital flows before they become consensus. Typical holding periods range from 3 to 40 trading days, though positions that continue trending may be held longer with trailing risk management.
This is the core engine of our Structured Momentum Methodology — the systematic approach that's delivered 12.4% net annualized since our founding in 2010. Every entry, every exit, and every rationale is documented in real time and accessible through your client portal. No black boxes. No vague quarterly summaries. Just disciplined, transparent execution in the most liquid markets on the planet.
Listed Options
Equity and index options across North American exchanges including CBOE, ISE, and PHLX. We deploy multi-leg strategies tailored to each client's risk profile and income objectives: covered calls for yield enhancement on existing equity positions, cash-secured puts for acquiring stocks at target prices, iron condors and vertical spreads for range-bound markets, calendar spreads for exploiting term-structure dislocations, and ratio spreads when volatility skew presents asymmetric opportunity. Portfolio-level Greek management — delta, gamma, theta, and vega exposures — is monitored continuously throughout each trading session, not just at end-of-day reconciliation.
We don't sell premium blindly; every position has defined risk, a maximum-loss threshold established before entry, and a tactical thesis grounded in volatility analysis. Whether you're generating monthly income, hedging a concentrated stock position, or expressing a directional volatility view, our derivatives specialists structure each trade with precision and accountability. Learn more about our Options Income Strategy on our services page.
Futures
Equity indices (S&P 500 E-mini, Nasdaq 100 E-mini, Russell 2000 micro), commodities (gold, crude oil WTI and Brent, natural gas, copper, silver), fixed income (10-year and 30-year Treasury notes, Eurodollar), and currencies (USD/CAD, EUR/USD, GBP/USD, AUD/USD). Positions are driven by technical analysis across multiple timeframes, intermarket correlation analysis, and macroeconomic catalysts including central bank policy shifts, geopolitical developments, and seasonal patterns. Margin efficiency enables capital-efficient exposure — allowing us to express conviction without excessive leverage or liquidity concentration in a single instrument.
Picture this: it's 2022, rates are climbing at the fastest pace in four decades, and most equity portfolios are getting shredded. Our futures sleeve? Long Treasury volatility and short equity index futures — hedging portfolio risk while most advisors were telling clients to "stay the course" and absorb a 25% drawdown. That's the difference between passive allocation and genuine active management. Futures aren't a speculative sideshow — they're a core risk management tool that gives your portfolio tactical flexibility most wealth managers simply can't offer.
Foreign Exchange
G10 currency pairs traded on technical and fundamental signals, with particular depth in USD/CAD, EUR/USD, GBP/USD, and AUD/USD. We execute hedging programs using FX forwards, currency options, and futures contracts — selecting the instrument that best balances cost, flexibility, and hedge effectiveness for each client's specific cross-border exposure. This capability is critical for Canadian investors with significant U.S. dollar holdings — actively managing USD/CAD rather than passively accepting exchange rate risk that can silently erode equity gains.
You've probably watched a solid portfolio return get quietly destroyed by a 5% move in USD/CAD that nobody warned you about and nobody managed. A U.S. equity portfolio returning 10% means nothing if the Canadian dollar strengthens 7% against the greenback during the same period. Our FX overlay service ensures that doesn't happen — your cross-border exposure becomes a managed, measured variable rather than an invisible tax on your returns. We also publish regular FX outlook analysis in our Research & Insights section to keep clients informed about currency dynamics affecting their portfolios.
Commodities
Gold, crude oil (WTI and Brent), natural gas, copper, silver, and agricultural futures traded via futures contracts and options on futures. Tactical positioning is driven by supply/demand analysis — inventory reports, OPEC production decisions, mine output data — combined with seasonal patterns that repeat with statistical reliability and technical signals across daily and weekly timeframes. Commodities provide portfolio diversification and inflation-hedging properties that pure equity portfolios simply can't replicate, particularly during stagflationary environments where stocks and bonds decline simultaneously.
When the Wen & Tsai Family Office wanted protection against the 2024 real estate correction, our commodity allocation — particularly gold futures and copper puts — contributed meaningfully to their portfolio's 0.18 correlation to Canadian real estate indices. That's diversification that actually works, because it's actively managed and deliberately constructed, not a token 5% allocation to a commodity ETF that nobody monitors. Read more about how we approach family office portfolios on our About page, or explore the full range of strategies we offer.
Global Reach, Domestic Precision
Our Vancouver-based team of six professionals accesses global markets through institutional-grade connectivity — giving your portfolio worldwide exposure without the complexity of international custody or settlement.
North America
TSX, TSX Venture, NYSE, NASDAQ, NYSE American, CBOE, CME Group (including COMEX and NYMEX divisions), and ICE — our primary theater of operations. Deep liquidity pools, robust regulatory oversight from both CIRO and the SEC, and the markets our team has traded since 2010. The vast majority of client capital is deployed here, executing in real time against the world's most liquid order books. We maintain direct market access to over 20 North American venues, ensuring best-execution routing for every order regardless of size.
Europe
LSE, Euronext (Paris, Amsterdam, Brussels), Deutsche Börse (Xetra), SIX Swiss Exchange, and OMX Nordic — selectively accessed for global equity momentum signals, cross-market arbitrage opportunities, and sector-specific plays in industries where European companies lead (luxury goods, pharmaceuticals, industrial automation). When North American sessions end, European price action during the overnight often confirms or denies our directional thesis for the following open — giving us a 6-hour analytical edge before most domestic traders react.
Global Macro
FX pairs spanning G10 currencies, commodity futures across energy and metals complexes, and fixed income futures covering the U.S. Treasury curve give us exposure to global macroeconomic themes without the complexity of direct international equity settlement, foreign tax withholding, or multi-currency custody. You get worldwide diversification through instruments that settle domestically on CME and ICE — efficient, clean, and fully transparent in your client portal. This is how we expressed our 2023 view on the Bank of Japan policy shift: through USD/JPY futures, not Japanese equities.
Institutional Infrastructure Protecting Your Capital
Institutional-grade infrastructure isn't a luxury — it's the minimum standard for protecting your capital. Every basis point of slippage, every unmonitored risk, every lagging dashboard costs you real money. Here's what runs under the hood at IBKR Investments.
Best-in-Class Execution Quality
Institutional-grade platforms with real-time monitoring on every single order. We track slippage on every trade and report it transparently in your monthly performance attribution — average slippage on equity positions sits under 0.03%, measured against VWAP benchmarks. Multi-venue smart order routing scans available liquidity across 20+ exchanges and alternative trading systems to find the best available fill for your specific order size and urgency. Algorithmic execution (TWAP, VWAP, implementation shortfall) handles larger positions to minimize market impact, particularly in mid-cap names where our typical position size represents meaningful daily volume. Every basis point of execution quality flows directly to your net returns.
Continuous Real-Time Risk Monitoring
Real-time portfolio heat monitoring tracks aggregate exposure across sectors, asset classes, geographies, and factor tilts simultaneously. Value-at-Risk (VaR) calculations run at the 95th and 99th percentile confidence intervals, updated intraday as positions change. Cross-asset correlation tracking identifies concentration risks that single-asset risk models miss — like the hidden equity/credit correlation that destroyed so many "diversified" portfolios in 2008. Custom liquidity dashboards are built for clients with specific liquidity constraints or drawdown thresholds. Stress testing against 2008 GFC, 2020 COVID crash, and 2022 rate shock scenarios runs continuously — not quarterly, not monthly, continuously. Your risk exposure is never a surprise, and our risk management team escalates threshold breaches immediately.
Purpose-Built Trading Technology
Custom-built analytics dashboards developed in-house by our quantitative team, walk-forward optimization engines that prevent curve-fitting in strategy development, and Monte Carlo simulation frameworks that stress-test each strategy across thousands of randomized market scenarios before a single dollar of client capital is deployed. Every technology development project follows PRINCE2 methodology — structured, documented, and auditable from inception to deployment. Our KPI dashboards deliver real-time performance metrics, full return attribution analysis (strategy, sector, currency, and timing contributions), and portfolio heat directly to your client portal, accessible 24/7 from any device. You see exactly what we see — no filtered version, no delayed reporting, no information asymmetry between manager and client.
Your Multi-Asset Advantage Starts Here
You've seen the five asset classes we trade, the geographic reach behind every position, and the institutional infrastructure that protects every execution. The next step is simple — tell us what you need, and we'll show you exactly how we'd approach it. Whether you're managing $1M or $50M, every engagement begins with a deep discovery conversation with our Head of Client Strategy.
Explore Our Strategies Talk to Our Team →Important Disclosures
Past performance is not indicative of future results. All investment performance figures cited on this website represent historical data and do not guarantee future outcomes.
Investing involves risk, including the possible loss of principal. Active trading strategies carry additional risks including, but not limited to, market risk, liquidity risk, and execution risk.
IBKR Investments Inc. is registered as a Portfolio Manager and Investment Fund Manager with the British Columbia Securities Commission (BCSC), Registration No. 2010-PMRD-00847. Member of the Canadian Investment Regulatory Organization (CIRO), Member ID: CIRO-4192, operating under National Instrument 31-103.
The content on this website is provided for informational purposes only and does not constitute personalized investment advice. Please consult with a qualified professional before making investment decisions.