Level Two is an investment research and management boutique serving the needs of individuals and institutions. We focus on the relationship between risk and return in financial markets and use proprietary systematic risk-control methods to help protect investors from risk and extreme loss, without reducing the upside potential that makes equity investing attractive.

Level Two designs its strategies to be risk-smart. These strategies employ a proprietary risk management process that manages risk and exposure to the markets. These strategies adapt to changing market conditions with the goal of minimizing downside risk and loss while enhancing returns. Level Two strategies help investors to stay invested even through the most volatile and challenging periods of the market.

We offer three systematic quantitative strategies for each of the benchmarks: S&P 500, Nasdaq 100 and Russell 2000. Each strategy seeks to provide investors with an opportunity to participate in the upside of that benchmark with less risk and volatility. These strategies adjust long, short and cash exposure based on key market turns, investor sentiment and volatility.