Most Investors Gamble. Pros Use a Playbook.

The exact frameworks hedge fund desks use now adapted for individual investors.

You’ve already mastered the basics.

But now you’re asking a bigger question:

“How do professionals actually trade when the stakes are real?”

This is the missing playbook: the frameworks hedge fund desks use to size risk, rotate through regimes, and survive volatility.

I cut my teeth at UBS as one of the youngest directors on the trading desk, managing hundreds of millions in fixed-income arbitrage.

I worked directly with traders at Millennium and Citadel — considered some of the best in the world — close enough to understand their models and help them build strategies they could execute at scale.

This Playbook is adapted from that world.

It takes the same structures and rules professionals used to survive volatility and applies them to individuals who want to be active without being reckless.

Currently, I am a financial advisor to ultra-high-net-worth individuals and families trusted with designing and managing generational wealth structures that compound across all economic regimes.

This isn’t theory. It’s the real process.

The Hedge Fund Playbook™ is 58 pages of frameworks, templates, and discipline models; the same structures I used and observed on real desks.

You can read it in a weekend and apply it for the rest of your investing life.

Professional Frameworks

The same top-down filters and structures hedge funds use to survive volatility:

✅ Macro Regime Filters: know what playbook you’re in before you make a move
✅ Volatility-Aware Sizing Models: adjust exposures like a real risk desk
✅ Smart Trade Structuring: when to use equities, ETFs, options, or structured alternatives

Expert-Grade Tools

Institutional-style resources to guide your decisions and protect your core:

✅ Risk Budgeting Templates: know exactly how much of your portfolio can be active
✅ Overlay Framework: add tactical trades without blowing up your foundation
✅ Weekly Review Format: used by hedge fund teams to tighten decision-making

Top Discipline Models

The rules and guardrails that keep professionals sharp, now adapted for you:

✅ “Don’t Trade That” Ruleset: eliminate high-risk, high-noise setups instantly
✅ Crown’s “One Trade a Month” Model: stay sharp, not reckless
✅ Printable resources: track your trades, theses, and performance like a pro

This is for you if:

✅ You already have a portfolio but want to add tactical exposure
✅ You’re trading monthly or more and know you need structure
✅ You want to act like a professional, not a gambler

This is not for you if:

❌ You’re looking for day-trading signals or hype stocks
❌ You don’t want to follow rules, journal, or size positions
❌ You’re still figuring out the basics of saving and investing

Before the Playbook

❌ Trading on emotion without a plan
❌ Confusing activity with progress
❌ Getting blindsided when regimes shift
❌ Blowing up on sizing mistakes

After the Playbook

✅ A repeatable system for every trade you make
✅ Clear rules for when to press and when to pull back
✅ Tactical exposure that enhances, not wrecks, your core portfolio
✅ The discipline to survive volatility — and let compounding work

Special Launch Offer: Save 62% Today Before It Reverts Back to Full Price

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"This guide is a complete blueprint from going from enthusiast to practitioner. This is packed with absurd secrets from top hedge fund managers ($100M+ in risk) and traders I personally know and have worked with for years."

Because this is a digital product, we don’t offer refunds. But that’s exactly why I packed it with the frameworks I used and observed in institutional trading.

You’ll find value from page one — the same rules that hedge fund desks live by, translated for your portfolio.

One bad trade can cost you thousands. This Playbook costs less than that mistake.

Most investors will never see this process. You now have it in your hands.

The only question is whether you’ll enforce it.

If you're going to take active risk

Trade like someone managing $100M under real pressure.

The Hedge Fund Playbook™ shows you how.

DISCLAIMER: The views expressed in this guide are my own—based on years of experience in institutional trading and portfolio strategy. This is not personal financial or tax advice, and it does not necessarily represent the views of Revise.