Market Outlook

Ongoing input from your IUR Advisor on broad market sentiment

Sector / Industry Analysis

Adapt a Neutral/Bullish/Bearish stance

Time Horizon

Guidance on use of near-term / longer-term options expiry.

Strategy/Strike Selection

Focus on income generation and capital growth. Use of single leg/two-leg and 4-leg options strategies for with ITM/ATM/OTM strikes.

Portfolio & Risk

Set key risk parameters on a basket of underlying securities monitored daily by your advisor. Input from your advisor on timing of opening/closing positions, risk awareness and improvement of timing.

Client accounts are held at a FINRA broker-dealer that is independent of IUR Capital LLC. Client account statements and their performance information are generated by the broker-dealer/clearing firm and are believed to be accurate however IUR cannot guarantee the accuracy or completeness.

Account statements generated by the broker-dealer are net of commissions and fees which includes a tiered annual management fee of 1.00% – 1.75% based on account size typically deducted on annual basis by the clearing firm for IUR. The tiered annual management fee schedule may differ for new accounts. Where performance fees are applicable, the standard fee is 20%. These are calculated at year end and are based on annual capital gains in the account.

IUR manages and advises segregated client accounts and does not operate or market any form of private or public fund of its own and you should not assume that any of the information included in this presentation relates to the operation or marketing of a fund. IUR does not make any claim of being GIPS compliant. There has been no change in key personnel in the last 3 years. Client accounts are held at a FINRA broker-dealer that is independent for IUR Capital LLC. Past performance is not indicative of future results.

For a full description of IUR Capital LLC and our investment advisory operations, please request our ADV Part 2 brochure which is provided to all prospective clients.

  • Long Call Spread
  • Long Put Spread
  • Covered Call
  • Cash-Secured Put
  • Put Credit Spread
  • Call Credit Spread
  • Calendar Spread
  • Protective Put
  • Straddle / Strangle
  • Condor

Most Actively Used Option Strategy

Credit Spread

  • Minimum term: None
  • Suggested Holding Period: > 1 Year
  • Liquidity: Daily
  • Annual Management Fee: 1.00% - 1.75% (Tiered based on account size). Excludes Transaction costs
  • Account minimum: US $50,000
  • Performance Fee: 20% (Qualified Clients Only)
  • Currency: $USD
  • Advisors: IUR Capital LLC
  • Regulatory Status: Registered Investment Advisor
  • Firm CRD 153630

SPY ETF (S&P 500
Index ETF) IWM ETF (Russell 2000 Index ETF)

  • Gareth Ryan, IUR Founder & Managing Director
  • Founded IUR in 2007
  • Began career as a currency trader for a proprietary trading firm in London
  • Previously with an equities/options broker-dealer with a focus on retail and institutional client trading
  • Regular guest on Bloomberg TV, FOX Business
  • IUR advises on exchange-traded options product for retail/institutional investors.
  • These include – Index ETF’s, Commodity ETF’s, Currency ETF’s and Fixed Income ETF’s in addition to individualsecurities.
  • We operate our options positions across a basket of underlying securities for the options account.
  • Total number of open positions will vary based on several key factors, including account size.
  • The IUR Options Advisor Account is available for individual, joint, IRA and trust/corporate accounts.
  • IUR operate all client accounts on a state-of-the-art automated online advisor platform. No client funds are held directly by IUR.
  • Continuous risk monitoring on ALL options positions by IUR.
  • Options account exposure management – Predefined risk/return scenario for each position.
  • Position sizing – Determine limits at the outset of net size for each position
  • Stop-losses and position volatility
  • No uncovered call/put positions.

Options are leveraged products and involve risk. The value of investments and the return to investors may increase or decrease. IUR provide no guarantee of any returns. This information is being provided to you solely for information purposes and should not be reproduced. Prior to engaging in options strategies, investors should read and understand the document “Characteristics and Risks of Standardised Options” available through the Options Industry Council (OIC). IUR client accounts are held with a FINRA clearing firm independent of IUR. This document is not an offer or a solicitation of an offer to buy or sell any security and IUR will not accept liability for any trading decisions resulting from or related to this information, data or analysis.

None of the information provided should be relied upon for the maintenance of books and records for tax, accounting, financial or regulatory reporting.

IUR Capital LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission. Firm CRD 153630. IUR Capital Ltd headquarters are at Third Floor, Lansdowne House, 57 Berkeley Square, London, W1J 6ER, United Kingdom.

Open An Account

To open an account or for a full description of IUR Capital LLC and our investment advisory operations, please request our ADV Part II brochure below which is provided to all prospective clients.