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LOW RISK.
HIGH RETURNS.
HIGHLY LIQUID.

Maximize Your Returns with Our Unique Integrated Process.

PRACTICE AREAS

Why We Are
Better

We have a unique integrated process.

SELECTION PROCESS

We select companies based on 3 factors: strong fundamentals, technical factors, and unusual options activities.  We uniquely combine all three selection criteria.

TECHNICAL ANALYSIS

We take action when a selected stock is oversold. 

INCOME GENERATOR

We sell puts and covered calls to generate reliable income.

DIVERSIFIED

We diversify across sectors.

MANAGED RISK

We actively analyze overall risk exposure including event risk.

FUND TEAM

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SANJAY BHATIA

Founding Partner & CIO

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DAVID GRZEBINSKI

Founding Partner

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NORA LOVE

Marketing & Communications

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FERNANDO GUTIERREZ

Analyst

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SWECHCHA KUMAR

Analyst

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CONTACT

CONTACT US

Have questions or need assistance? Reach out to us at sanjay@evolve-fund.com or call us at 713-303-1013. We are here to support our investors.

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© 2024 EVOLVE WEALTH ACCUMULATOR LIQUIDITY FUND

8505 Technology Forest Pl.

Ste 204

The Woodlands, Texas 77381

DISCLAIMER

This website is intended for informational purposes for investors only.  You should not construe any such information or other material as legal, tax, investment, financial, or other advice.  Past performance is not necessarily indicative of future results.  There can be no assurance that Evolve Wealth Accumulator Liquidity Fund will achieve the performance results expected. 

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