Retirement Income Security LLC (RISC) aspires to be a retirement service powerhouse and strives to provide a comprehensive retirement service for older Americans.

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​At RISC (Retirement Income Security LLC), we are redefining how investors participate in the growth of financial markets. As an innovative investment management firm, we offer an exclusive opportunity for select investors in our separately managed account (SMA) version of the forthcoming SPS ETFs and Virtual Annuity ETF to not only gain access to a carefully curated investment strategy but also own a piece of the firm driving that strategy.

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Why Invest with Us?

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1. Be a Part of Our Success
When you invest in Stable Existing Portfolio Income Plus or the SMA version of the forthcoming SPS ETFs, you aren’t just a client—you become an integral part of our firm. Through a limited offer, we’re providing selected investors the chance to acquire partial ownership in RISC. This unique structure allows you to benefit from both the potential upside of your investments and the long-term growth of the firm itself.

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2. Expertise in Active Investment Management
At RISC, we specialize in option-spread overlay strategies designed to deliver superior absolute returns. Our forthcoming ETFs, offered through an SMA format, provide the flexibility and personalization of separately managed accounts with the efficiency and scale of exchange-traded funds. This hybrid approach offers investors the best of both worlds.

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3. Transparent and Aligned Interests
We believe in complete transparency and alignment with our investors. By offering equity stakes in the firm, we’re further committing ourselves to your success. Our team is invested not only in the performance of your assets but also in the long-term growth of our firm. As a partial owner, you share in the fruits of our collective success.

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4. Unique Access to Emerging Market Trends
Our team has a proven track record of identifying and capitalizing on emerging trends in the market. Through the option-spread overly semi-index tracking strategies, we have the insight and experience to manage risk while maximizing growth potential. With the SMA version of our upcoming ETFs, you gain access to expertly managed semi-index portfolios designed to outperform the benchmark index in absolute return, generate a steady income stream and hedge against the tail risk of the market.

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What Does Partial Ownership Mean for You?

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1. Equity Stake in a Growing Firm
By investing in the SMA version of our forthcoming ETFs, you can choose to acquire a partial equity interest in RISC. This not only provides you with a front-row seat to our growth but also gives you a voice in our firm’s direction.

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2. Access to Exclusive Insights
As a partial owner of RISC, you’ll have privileged access to market insights, strategy updates, and a closer look at how we manage the investments within the ETFs. This insider perspective allows you to make more informed decisions about your personal investment strategy.

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3. Long-Term Value Creation
Ownership of equity in the firm means that as we grow, you grow. Through dividends, potential capital appreciation, and a direct link to the market index performance, your stake can become a valuable asset that extends beyond just your ETF investments.

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How It Works

1. Appoint us to be the investment advisor of one of your existing brokerage accounts with a limited power of attorney so that we can construct an index options portfolio or both index  equity constituents and index options portfolios.

2. Qualify for Partial Ownership:
   Upon meeting the necessary investment thresholds, you’ll be invited to participate in our equity offering.

3. Join Us on Our Growth Journey:
   As an investor and partial owner, you’ll be part of a firm committed to innovation, performance, and transparency.

 

Our Commitment to You

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At RISC, we’re not just offering investment strategies; we’re offering you an opportunity to join us in building something greater. Whether you’re seeking to grow your wealth through our high-performing ETFs or looking to align yourself with a firm that values long-term relationships, we’re here to help you succeed.

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Start Your Journey Today

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Ready to take your investments—and your future—into your own hands? Contact us to learn more about how you can invest in the SMA version of our forthcoming ETFs and secure partial ownership in RISC. This is more than an investment—it’s your opportunity to own a piece of the future of retirement finance.

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If you are interested in being an anchor investor of the SMA version of our SPS funds, contact us at eugenelee@risc.co.