$0 Management Fee. Performance Fees Only. No Hidden Fees.
We Make Money Only After Our Clients Do
Enhances passive exposure by responding to volatility, downside regimes, and idiosyncratic opportunities.
Combines earnings, valuation, technical momentum, macro trends, sector rotation, and sentiment analysis.
Allocates across equities, options, ETFs, bonds, and cryptocurrencies within a dynamic long/short framework.
Uses proprietary portfolio optimization to balance opportunity capture with drawdown discipline.
Many investors have been disappointed by traditional advisory models or are concerned about transparency, custody, and fee alignment. Ailares addresses these concerns through separately managed accounts (SMA), no custody of client assets, no management fee, real-time transparency, and no lock-in period.
Clients can begin with a defined allocation, with a $250,000 minimum, evaluate the experience over time, and add or withdraw capital as their needs change. The strategy is actively monitored but disciplined and relatively low-turnover, typically trading five times or fewer per month on average, so clients do not need to watch the portfolio daily.
You must be a qualified investor to invest with Ailares. Under SEC Advisers Act Rule 205-3, Qualified Investors must have either $1.4 million in assets under management with the adviser or more than $2.7 million in net worth excluding primary residence.
Results shown are based on the live trading benchmark account from January 2023 through December 2025. See the footnotes and disclosures below for calculation details.
83.49%
3-Year
Cumulative Return
22.6%
Average Annual
Return
1.84
Sharpe Ratio
-6.76%
Maximum Drawdown
For informational purposes only. This page is not an offer to buy or sell securities, nor a recommendation of any investment strategy.
Investing involves risk, including possible loss of principal. Past performance is not indicative of future results, and actual client results may vary.
Actual performance is based on the monthly pre-fee returns of a live trading benchmark account over the period from January 1, 2023 through December 31, 2025. The Sharpe ratio is calculated using a 0% assumed risk-free rate.
Performance, fees, account structure, liquidity, referral compensation, and related disclosures should be reviewed with appropriate legal, tax, and compliance professionals before external distribution or investment decision-making.
Separately managed account availability, minimum investment, portfolio visibility, trading frequency, and withdrawal flexibility may vary based on client circumstances, custodian requirements, market conditions, and applicable regulations.