The OptionsWest Mission

Very simply, our mission is to teach and share with clients a very profitable yet consistently successful approach to investing that the average American can actual learn and apply in his or her investment account. This investing approach is very conservative in its mission and implementation and is a skill that can be taught and practiced successfully by regular folks. It is also a strategy that does not require hours in front of the computer; you will spend less than 5 hours per month managing your account. It does require learning a very specific skill set that is simple in implementation, yet requires a thorough education. The learning process is rigorous yet well worth the effort. The results of our sample trading account below speak for themselves. A record of every trade we have made in this account is available on this website.

Our return objective for the EquiFund is a 40%-50% annual ROI and we have achieved this goal each year. Realizing outstanding annual rates of return is a very attainable goal, all while employing a conservative non-directional investment approach that does not use margin. Further, the IRS considers this investment approach to be conservative and allows it to be employed in IRA accounts. Consistently achieving these results, year in and year out, is also attainable and our clients learn this skill.

Learn to manage your own money... it can make a world of difference.

Very simply, we teach successful investing!

You will spend 4-5 hours per month managing your account, that’s it!