Simpli-FI Legacy Fund

Our Goal

To deliver consistent outsized returns that endure across generations. We aim to enable our partners to transition their focus from necessary endeavors to what they find truly valuable.

Investment Strategy

We utilize internally developed derivative strategies intended to generate monthly returns. Our core thesis is to achieve these returns by selling options and collecting the premium as immediate income.

Our Advantage: Size & Discipline

"It's a huge structural advantage not to have a lot of money." - Warren Buffett

• We Are Agile: Our strategy is designed to be most effective in the $30M - $50M range, a market segment too small for large institutional funds to operate in, allowing us to capitalize on niche opportunities.
• We Are Active: Our success requires intensive, daily management of positions. This time and skill commitment creates a significant barrier to entry that cannot be replicated by passive strategies or large, automated funds.

Disciplined Risk Management

Our primary goal is capital preservation. We manage risk through a multi-layered, disciplined process designed to protect against adverse market movements.

• Strict Leverage Limits: We strictly limit our leverage to 50% of what is available, ensuring a significant capital buffer to navigate volatility without facing margin calls.
• Systematic Diversification: We mitigate concentration risk by diversifying trades across Sectors and Time Horizons (Days to Expiration).
• Position Sizing: We "trade small and trade often." This principle prevents any single position from having an outsized negative impact on the overall portfolio.

The Founders

Colby Ivey, Founder & Managing Partner

With a conviction to serve, Colby has been a middle school math teacher, pastor, and a Captain/Paramedic in the Fire Department. The same work ethic has now led him to help people build their legacy and live financially free.

Hunter Lott, Founder & Managing Partner

Hunter has a track record of leadership as a Captain with the United States Marine Corps, a financial advisor, and a Captain with the Denton Fire Department, where he served as a board member for the DFD Pension Fund. He now desires to leverage his expertise to steward others' financial assets.