Governing Dynamics

Strategy Starts Here

What We Do and Why It Works

We help individuals and institutions protect and grow what they’ve built. Our focus is on smart portfolio construction, risk management, and clear strategy—backed by deep experience in derivatives and sophisticated financial instruments.Whether you're navigating uncertainty or looking to diversify with purpose, we build custom solutions that align with your goals, risk profile, and time horizon.Our team works at the intersection of market insight and structural design. From high-net-worth individuals to institutional capital allocators, we deliver tailored strategies that aim to preserve value and uncover opportunity in complex markets.

About

Who we are

We are a U.S. investment adviser registered in the State of Texas.
As fiduciaries, we are legally and ethically bound to act in our clients’ best interests.
Our firm adheres to a strict Code of Ethics and Corporate Governance framework that ensures full transparency and the disclosure of any potential conflict of interest.Simply put: your interests come first, by law and by principle.

Our Policy

Privacy Policy

Our policy is designed to protect the privacy and security of the personal information we obtain from clients. To service your account adequately, we must collect and maintain certain confidential information about you. In accordance with the laws, regulations, and rules we are governed by, we are providing this Privacy Policy Notice to all new and existing customers:Information We Collect From YouWe collect certain nonpublic personal identifying information about you (name, address, social security number, date of birth, income, assets, investment preferences, etc.) from information that you provide on applications or other forms, as well as communications (electronic, telephone, written or in person) with you or your authorized representatives.If needed, we may obtain information from third parties to evaluate your application or verify your identity, including personal and credit information from consumer reporting agencies, or information from other companies about contracts or accounts transferred to us.Information We ShareWe do not disclose your nonpublic personal information except: (i) in furtherance of our business relationship with certain providers necessary to effect transactions and services (broker-dealers, custodians, Money Managers, etc.); (ii) regulatory bodies; (iii) our attorneys, accountants, and auditors; or (iv) as otherwise provided by law. If you either terminate our services or become an inactive customer, we will continue to adhere to our privacy policy, which may be amended from time to time.Safeguarding Your InformationWe restrict access to your nonpublic personal information to those employees servicing your account. We train our employees to keep your information safe and confidential. We maintain physical, electronic and procedural safeguards that comply with applicable federal and state standards.

• Contact & Info

U.S. Securities and Exchange Commission IAPD

You are welcome to search for the firm’s background at the Investment Adviser Public Disclosure (IAPD) of the Securities and Exchange Commission here:

• IAPD

Brochure

A complete copy of our Disclosure Brochure is available upon request. If you would like a current copy of the Disclosure Brochure, you may download the latest version attached HERE:

• Brochure