LymanWealth LLC uses dollar cost averaging, value averaging, and quantitative analysis to build model portfolios that trade leveraged exchange traded funds (ETFs). The algorithm incrementally purchases shares daily while looking for daily profit and long-term growth profit targets. When targets are achieved, shares are sold to capture profit. These leveraged ETFs track US-based broad-market indices but have volatility approximately three times the daily return of their respective benchmark indices. The firm's services are only suitable for investors with aggressive and speculative risk tolerance and should only be used for funds designated for high-risk capital growth.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |