Volscout LLC

volScout, LLC is an independent financial services firm established in October 2020 and based in Westport, Connecticut. Managed by Brad Berggren and Jon Orseck, the firm specializes in innovative and alternative investment solutions, focusing on option-based strategies to potentially enhance risk-adjusted returns. They offer discretionary and non-discretionary portfolio management services to institutions and ultra-high-net-worth individuals, managing approximately $44 million on a discretionary basis and $315 million on a non-discretionary basis as of December 31, 2022. Fees at volScout are based on a percentage of assets under management and vary depending on factors such as client type, asset class, and account size. The firm discloses that similar services are available from other advisers for higher, similar, or lower fees. Clients have the ability to negotiate fees, and fee waivers or discounts are offered to family members and friends of the firm's owners and employees. volScout does not charge performance fees and does not vote proxies on behalf of clients. The firm emphasizes the risks associated with investments, including market fluctuations, industry-specific risks, and the potential for loss of income and principal. Clients are urged to carefully review their account holdings and performance results. The firm's executive management team is responsible for supervising all employees and overseeing investment advice offered to clients.