Assets under management$23M+ active

Your money.
Your broker's rules.

Amilli manages your portfolio across the platforms you already trust — Fidelity, Morgan Stanley, Robinhood, and beyond. You keep the keys. We bring the strategy.

Active management You keep custody Est. 2012 #WealthConsulting
Composite portfolio · YTD
+24.7%
▲ +0.42% today vs SPX +18.4%
Live
Sharpe
1.84
Alpha
+8.2%
Max DD
−4.1%
SPXS&P 5005,847.21+0.42%
NDXNasdaq 10020,431.55+0.78%
VIXVolatility14.82−2.40%
10YUS Treasury4.21%+3bps
Track record

The numbers that matter.

Composite pre-tax returns, benchmarked against the major indices.

1-Month
+19.03%
vs S&P +10.49%
YTD
+8.07%
vs S&P +5.70%
1-Year
+46.83%
vs S&P +31.05%
5-Year
+95.43%
vs S&P +85.39%
What we do

Every market. Every angle.

Core mandates we run on your behalf — calibrated to your risk parameters, not ours.

01 · EquitiesActive

Long & short equity

Positions that move with the market — or against it. Long-only growth, market-neutral pairs, short-bias hedges.

02 · OptionsActive

Options strategies

Covered calls, protective puts, spreads, iron condors. Yield generation and downside protection.

03 · RiskAlways on

Risk is the strategy

Every trade has a thesis, an exit, and a hedge. Capital preservation first — alpha follows.

How it works

We manage. You hold.

Your assets never leave your brokerage. We trade through limited, instantly-revocable authorization — always custodied at your existing institution.

Account ownership
You · 100%
Client 100.00%Amilli 0.00%
< 1s
Revoke time
● Instant
No hold period
Brokerage coverage

Already connected.

Bring the broker you already trust. Fidelity, Morgan Stanley, Robinhood, Schwab, E*TRADE, Interactive Brokers — all live.

Market Pulse

How we read the market.

Our live internal read on the economy, equities, and sectors. Positioning, not predictions — updated continuously.

Open Market Pulse →

Old money moves slow. You shouldn't have to.

Open an account in minutes. Keep custody at your existing broker. We'll do the rest.