1-Month
+5.87%
vs S&P 500 +0.03%
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
+14.43%
vs S&P 500 +9.55% ▲ +488 bps
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.
As of Jul 31, 2026 · Updated monthly
YTD
+14.43%
vs S&P 500 +9.55%
1-Year
+20.71%
vs S&P 500 +18.19%
5-Year
+72.19%
vs S&P 500 +70.36%
Past performance does not guarantee future results. See full disclosures on the Performance and Plans pages.
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
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. Reviewed when we publish, not in real time.
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.