Amoeba Growth Management manages investment portfolios for individuals and high net worth clients. The firm focuses on a personal portfolio management service that emphasizes conservative strategies, specifically using covered call options alongside stock investments to generate income and manage risk while aiming to protect capital. Amoeba Growth Management is owned and operated by John F. Conley, who handles all client relationships and trading decisions. Accounts are held at Charles Schwab, where Amoeba Growth Management has the authority to make trades without asking first. The firm specializes in conservative growth, cash flow generation, and educating clients about option strategies.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is 1% annually, paid quarterly.