Enduring Principal Protected Income & Growth
📈 Capture Every Bull Market • 🛡️ Skip Every Bear Market
The strategy that gives you both: Full S&P 500 participation when markets rise + move to cash when corrections exceed 10%. Hypothetical result: 16.1% CAGR vs S&P's 13.5% over 11 years (2015-2026).
Match the market in UP years + Go to 0% in DOWN years = 16.1% CAGR vs 13.5% over 11 years
Full S&P 500 participation when markets rise
✅ Match or slightly beat S&P in UP years
Move to 100% cash when corrections exceed 10%
🛡️ Avoid all losses by moving to cash
The Secret: Just by matching the upside and avoiding the downside, EPIG 500 hypothetically compounds to a 30% larger portfolio over 11 years (2015-2026)
When the S&P 500 went nowhere for 10 years (0.4% CAGR), EPIG 500 design hypothetically would have delivered 9.3% CAGR by avoiding 4 devastating down years
Matched S&P gains during recoveries
Where the alpha was captured
🛡️ Avoided -80.1% cumulative losses
When Markets Struggle, EPIG 500 Shines
While the S&P 500 went essentially nowhere (0.4% CAGR = break-even after inflation), EPIG 500 design hypothetically would have more than doubled your money by avoiding 4 devastating crashes and participating in 6 recovery years
Important: All performance figures shown are backtested hypothetical results based on historical data analysis (2015-2026 and 2000-2010). These results represent what hypothetically could have occurred if the EPIG 500 strategy design had been implemented during these historical periods. Past performance does not guarantee future results. The backtested CAGR of 16.1% represents potential performance targets based on strategy design, not guaranteed returns. While elements of the strategy have been tested with live capital, we do not yet have a consistent audited track record that matches the backtested results shown. Actual results may differ significantly.
Most investors settle for the traditional approach: higher fees, full crash exposure, and fragmented returns. There's a better way.
Industry Standard
Founding Member Terms (2026 Only)
Net Difference:
+$1.45M more wealth with EPIG 500
(Hypothetical based on backtested CAGR; not guaranteed)
The "Leaky Buckets" problem that diminishes overall net worth growth
Most investors split their capital across multiple "buckets," each earning different returns— resulting in an overall diluted return of just 4-5%.
EPIG 500 deploys your capital in a single, optimized strategy— targeting +5-6% Alpha over the market through systematic S&P 500 exposure with downside protection.
On a $100,000 initial investment over 10 years, the difference between a fragmented 4-5% approach and EPIG's 16.1% backtested CAGR is massive.
Higher starting P/E ratios = Lower 10-year returns. In a high-valuation environment, a unified, risk-managed strategy becomes even more critical to preserve and grow capital.
Enduring Principal-Protected Income & Growth
Our proprietary investment approach designed to maximize returns while protecting capital during market downturns
Aims for returns with lower volatility, outperforming through 4 investment cycles
Shields portfolios from market corrections with countermeasures
Access to funds within 30 days during typical corrections
Generates yields up to 1% per month with consistent distributions
EPIG 500's dry powder enables sophisticated investors to add alpha through joint trading authority
Strategies independent of altering PE ratios or market timing
EPIG returns are consistent with where capital is invested. While traditional investments are often re-entering at high P/E ratios, EPIG's dynamic approach eliminates the disadvantage through strategic capital deployment during high valuations and investing aggressively at market bottoms.
World market investment returns are heavily influenced by market entry timing and P/E ratio levels. EPIG's strategy eliminates the disadvantage through strategic capital deployment during high valuations and investing aggressively at market bottoms.
One unified strategy that replaces multiple fragmented accounts while enabling sophisticated bolt-on opportunities
16.1% backtested CAGR with 0% downside protection — your stable, systematic base that always holds dry powder for opportunities
Cash-like liquidity within 30 days during corrections
No more idle cash earning 0% — your emergency fund works for you
16.1% backtested CAGR through systematic S&P 500 exposure
Replaces growth stocks with disciplined, rule-based strategy
Dry powder enables premium collection (CSPs, CCs)
Optional: sophisticated investors can generate monthly income
Liquid capital for premium financing & special situations
Optional: deploy capital into high-conviction opportunities
One Account. Multiple Needs. Complete Control.
EPIG 500 eliminates the need for separate emergency fund, growth portfolio, income investments, and opportunity accounts — all while maintaining 0% downside protection
$20K earning 0-0.5%
$50K in stocks (full drawdown risk)
$20K in bonds/REITs (low returns)
$10K waiting (idle, earning nothing)
4 separate accounts
Multiple fees • Fragmented tracking • Suboptimal returns
30-day liquidity + earns 16.1%
16.1% CAGR + 0% downside
Optional premium collection on dry powder
Liquid capital for premium financing
1 unified account
Single 1% fee • Complete transparency • Superior returns
EPIG 500 gives you full upside participation in bull markets and complete capital preservation in bear markets. Lock your 1% fee forever as a 2026 founding member.
Book Your Founding Member Strategy Session See how asymmetric returns work for your wealthAligning strategy with market behavior — understanding when markets move and when they don't
Win by Losing Less — Why Defense Wins Compounding
You don't need bigger winners—just smaller losses. Compounding is geometric; big losses act like a wealth tax. Avoid the loss; preserve the climb.
Built on the world's most trusted equity index — The S&P 500
Broad exposure to the largest, most stable US companies reduces single-stock risk. 30 years of compounding growth with average S&P 500 return over 30 years of approximately 13%.
The S&P 500 has consistently delivered long-term wealth, even through multiple market cycles and economic downturns.
Highly liquid, exchange-traded instruments ensure transparency and easy execution. No lock-ups, no redemption gates, no illiquidity risk.
The EPIG Secret Sauce: Staying flat when corrections (>10%) are likely to occur. Average return is ~13% in past 30 years only if you can avoid drawdowns greater than >10%.
'Diworsification': Holding too many correlated assets dilutes returns without reducing risk.
During market stress, correlations spike. Everything falls together, rendering diversification useless.
Focused Concentration: We invest ONLY in the S&P 500 + high-quality Blue Chips.
When correlations break down, we shift to 100% CASH—the only asset with zero correlation to a crash.
Empirical research confirms: Higher starting P/E ratios strongly predict lower 10-year returns. LSEG/FTSE Russell research shows forward P/E ratios and subsequent 10-year returns have a strong inverse correlation (R² = 0.39). When valuations are elevated, downside protection becomes the ultimate alpha generator.
Source: Bank of England, Equity & Credit Strategy
Key Research Finding: When CAPE exceeds 25x, markets historically experience extended periods of stagnation or mean reversion. R² = 0.39 indicates 39% of future 10-year returns can be predicted by starting valuation alone.
Why EPIG 500 Matters in High-Valuation Environments
When forward returns are likely compressed due to elevated valuations, avoiding losses becomes more valuable than generating gains. EPIG 500's 0% downside protection during corrections >10% hypothetically transforms into significant alpha when the market experiences mean reversion or extended flat periods — exactly what history suggests happens after high starting valuations.
EPIG 500 is a professional managed portfolio service designed for qualified investors seeking systematic risk-managed exposure to the S&P 500
EPIG 500 employs S&P 500 futures and options for efficient exposure and systematic risk management. A comprehensive suitability assessment will be conducted to ensure this strategy aligns with your investment objectives, risk tolerance, and financial circumstances.
$100,000 in investable assets
Long-term focus (3-5+ years)
Moderate to high (comfortable with 10-20% potential drawdowns)
Awareness that strategy uses derivatives for risk management
Not dependent on invested capital for near-term expenses
Understanding that returns are not guaranteed and may vary
$100,000 minimum to participate in professional portfolio management
1% AUM annual fee (charged quarterly)
Accounts held at Interactive Brokers. You maintain full account ownership and control.
Soft Launch Phase — Currently accepting qualified investors. SEC registration in progress.
This landing page is currently for educational purposes to gauge investor interest before live deployment
EPIG 500 is a proposed rule-based S&P 500 strategy with systematic downside protection. All performance figures shown (16.1% CAGR, +2.6% alpha, 0% downside capture) are backtested results based on historical data from 2000-2026.
NOW
Share strategy methodology
Gauge investor interest
Conduct consultations
Answer questions
WEEKS-MONTHS
Live systematic deployment
Real-time performance tracking
Transparent reporting
Build investor comfort
AFTER VALIDATION
Accept new clients
Scale capital systematically
Ongoing performance reporting
Full operational status
Currently in Phase 1: Educational & Interest Validation
We want investors to see the strategy work in real markets before committing capital. Transparency and trust are built through demonstrated results, not promises.
Backtests are valuable, but live validation matters more. Investors should feel 100% comfortable with the strategy's real-world performance before investing.
While components have been tested, we want to verify the complete integrated system performs as designed under current market conditions before scaling.
This isn't a mass-market product launch. We're building relationships with sophisticated investors who understand we're deploying a systematic strategy responsibly.
As appreciation for joining during the educational/validation phase, soft launch cohort investors receive permanent 1% management fee pricing for life on initial capital deployed during soft launch.
Soft Launch Cohort (You):
$500K initial soft launch capital @ 1% = $5,000/year forever
Future New Clients (2% rate):
$500K account @ 2% = $10,000/year
*Fee lock applies to initial capital deployed during soft launch. Future additions may be at prevailing rates.
Why this matters: As EPIG 500 builds its live track record and scales, management fees for new clients may increase to 1.5-2% (industry standard for proven systematic strategies). Soft launch cohort investors are permanently protected at 1% on their initial soft launch capital — a significant competitive advantage and tangible benefit for early confidence. Future capital additions may be subject to prevailing rates at time of deposit.
If EPIG 500's methodology resonates with you, schedule an educational consultation to:
Learn the complete methodology
Ask detailed questions
Get notified of validation updates
No commitment required • Educational discussion only • Updates on validation progress
Get answers to common questions about EPIG 500 managed portfolio service
Honest Answer: I spent 15+ years building this system — not writing backtests from an armchair. Most people picture strategy development as lazy data mining. What I've been building is closer to designing an autopilot: for years, I've been stress-testing in simulation, deliberately crashing edge cases, and refining the system before putting real passengers (your capital) on board.
⚠️ Why R&D Performance Looks Inconsistent:
During development, an autopilot system is designed to crash in simulation. You deliberately stress test
every edge case, innovate more, and rewrite the logic. Every prototype should "fail" — because you're discovering every way
the system breaks before passengers (real capital) are on board.
That's exactly what I've been doing with R&D: bootstrapping with internal capital. During R&D, performance looks erratic
because the system is changing by design. The payoff comes when the core stabilizes — it becomes an asset that scales,
like a certified pilot. Same core logic: bigger plane, more flights, more compounding.
✈️ The Autopilot is Now Certified for Flight
After 12+ years of development and stress testing, the system is ready for real capital deployment. The backtested results (16.1% CAGR, 0% downside capture) let you see the "autopilot" fly in historical market conditions. The 90-day soft launch lets you watch it work in real markets as designed — not speculation, but systematic execution.
What Makes This Different from Traditional Track Records:
The Soft Launch Phase Advantage:
EPIG 500 is currently in soft launch as we transition from R&D to live deployment with systematic capital. This isn't a mass-marketed product with inflated track records — it's a responsibly designed system being deployed with transparency and careful scaling. Early clients benefit from direct access during this phase:
🤝 This is About Partnership, Not Promises
The real value isn't hype or guarantees. It's that you can see the autopilot's logic transparently: the systematic
rules, risk controls, and allocation strategy. You're not betting on my "gut feeling" — you're partnering with a system that's
been stress-tested for 12+ years and is now ready for live capital deployment.
What we commit to: Complete transparency, systematic rule-following, quarterly reporting, fiduciary duty, and
building the live track record with early clients who understand the soft launch phase.
This is why suitability matters: EPIG 500 is for investors who understand they're investing in a strategy with 15+ years of R&D work, robust backtested results, and live component testing — but not yet a complete audited live track record. You're an early client during our soft launch phase, not a passive customer.
Soft Launch Cohort Benefit: Lifetime Fee Lock
Investors who join during the soft launch phase (educational/validation period) receive a lifetime fee lock at 1% on initial capital deployed during soft launch. This means:
Why this matters: As EPIG 500 builds its live track record and gains traction, management fees may increase for new clients. Soft launch cohort investors are rewarded for their early confidence with permanent 1% pricing on their initial soft launch deployment — a potential 25-50% savings on that capital compared to future rates.
The Core Concept: EPIG 500 always maintains dry powder (cash reserves) as part of its disciplined risk management approach. For sophisticated investors, your Interactive Brokers account can have joint trading authority — meaning both Ekantik Capital Advisors manages the core EPIG 500 strategy and you can execute additional trades independently in the same account.
💡 What This Enables
Because EPIG 500 typically holds 50-70% in cash during sideways markets, sophisticated investors can use this dry powder to "bolt on" additional alpha-generating strategies without interfering with the core EPIG system:
How Joint Trading Authority Works:
Critical Accountability Framework
Bolt-on investments are entirely your responsibility and accountability. Ekantik Capital Advisors:
You must be a sophisticated investor who understands leverage, options, and the risks of independent trading to utilize bolt-on capabilities. This is an optional feature — not required or recommended for all EPIG 500 clients.
Who Should Consider Bolt-On Investments?
Example Scenario:
You have $500K in your EPIG 500 account. EPIG 500 is currently in a sideways market phase, holding 60% cash ($300K). As a sophisticated investor with joint trading authority, you might:
Meanwhile, Ekantik continues to manage the core $200K EPIG 500 allocation (60% SPY, 10% futures/options, 20% blue chips, 10% cash) independently. Your bolt-on trades don't interfere with the core strategy, but you are 100% accountable for their outcomes.
🎯 The Bottom Line:
Bolt-on investments are a sophisticated optional feature for investors who want to use EPIG 500's dry powder to juice additional alpha. Joint trading authority allows you to trade independently while Ekantik manages the core strategy. But this is not a "recommended strategy" from Ekantik — it's an option that exists for sophisticated investors who understand the risks, accountability, and separation between core EPIG performance and bolt-on results.
Not interested in bolt-ons? No problem. The core EPIG 500 strategy is designed to deliver superior risk-adjusted returns without any additional trading. Bolt-on capability is simply an option for sophisticated investors who want more control.
Schedule an educational consultation to learn about the EPIG 500 methodology, ask questions, and get updates on our validation progress.
No investment commitment required • Educational discussion only • Stay informed on live deployment timeline
Schedule Educational ConsultationOr email us directly at info@ekantikadvisors.com