Company Name
Auxan Capital Advisors LLC

  • Address
  • 3259 E Sunshine St
  • Springfield
  • Missouri
  • 65804

Auxan Capital Advisors LLC

Auxan Capital Advisors, LLC is a growing RIA based in Springfield, MO. They work with individuals and institutions to actively manage their portfolios, give investment advice, and provide consulting services. Chief Investment Strategist, Derek Schmidly, has 12 years of experience managing portfolios actively and developing quantitative systems for trading. He has an MBA from the University of Missouri and is an Adjunct Professor of Finance at Evangel University. President, Paul Ebisch, is also an experienced asset manager. Under his management, client portfolios performed exceptionally well through the last two major recessions. He has also managed large bond portfolios for banking institutions. Paul and Derek have been managing portfolios together since 2004.

Investment portfolio

We use a multi-faceted approach. For this particular model, 35% is allocated to a Sector Rotation system (technical analysis based), another 35% to a Calendar system (based on sector seasonality), and the remaining 30% among index strategies that are managed using various types of data and analysis (earnings, inflation, price, linear regression, trend following, volatility, etc). We believe that using multiple strategies adds an important layer of diversification. Our primary aim isn’t necessarily to always outperform a benchmark, but rather to manage risk and achieve consistent returns in all types of markets.

Strategy
ETFs / Funds
Sharpe ratio
2.14 365 days
Performance
39.4% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 min

Portfolio commentary

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Important Information

1. Performance of the Portfolio Manager's account is calculated by IB Asset Management on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail IB Asset Management's trading rules, as a result, actual client returns will differ. IB Asset Management advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by IB Asset Management, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.