ABOUT
WZRD


The Opportunistic Trader ETF is the next generation in ETFs. Created by the elite investor, Larry Benedict, who was featured in the best selling book Market Wizards, we combine US Large Cap equity investing with active option investing. This created the potential for both INCOME and EQUITY APPRECIATION.

The Next Generation ETF

Experienced & Sophisticated Team

Founded by Larry Benedict:
  • Pioneer in option trading. 40 years experience trading.
  • 30 plus years of P&L responsibility including running Spear, Leeds & Kellogg's proprietary trading desk
  • Founded and ran Banyan Equity Management
  • CEO of The Opportunistic Trader, a premier trading & investment news service
  • Featured in the best selling book Market Wizards
 
 

Team
Biographies

Larry Benedict

CEO & CHIEF | INVESTMENT OFFICER

Thomas Maples

Chief Operating Officer

Mark De Angelis

CHEIF COMPLIANCE OFFICER
The Opportunistic Trader ETF

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Contact

7284 W Palmetto Park Rd
Suite 303, Boca Raton, FL 33433

P: 855-994-4773

E: info@ot-advisors.com

© OT Advisors LLC

 

Investing involves risk. Loss of principal is possible.

Investors should consider the investment objectives, potential risks, management fees, and charges and expenses carefully before investing. This and other information is contained in the Fund's prospectus, which may be obtained by calling 713.614.7755 or by visiting www.opportunistictraderetf.com.

The equity securities held in the Fund’s portfolio may experience sudden, unpredictable drops in value or long periods of decline in value. Fixed income securities are subject to call, credit, extension, and interest rate risk. While the Fund does not expect to invest directly in fixed income securities, it will have indirect exposure to fixed income securities through its investments in index ETFs. Put and call options are referred to as “derivative” instruments since their values are based on, or derived from, an underlying reference asset, such as an index. Derivatives can be volatile, and a small investment in a derivative can have a large impact on the performance of the Fund as derivatives can result in losses in excess of the amount invested. The return on a derivative instrument may not correlate with the return of its underlying reference asset. The Fund is a recently organized investment company with no operating history. As a result, prospective investors have no track record or history on which to base their investment decision. Moreover, investors will not be able to evaluate the Fund against one or more comparable funds on the basis of relative performance until the Fund has established a track record.

ETF Risk. ETFs may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market prices (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. Read the “Principal Risk” section of the prospectus for a complete listing of fund-specific risks. This piece must be preceded or accompanied by a prospectus.

Opportunistic Trader is distributed by Quasar Distributors, LLC.