Our investment experience is brought together to provide a balanced portfolio that can take advantage of changing trends in equities, bonds, commodities, and currencies. Our goal is to increase returns while lowering portfolio risk and expenses. We offer several portfolio management approaches utilizing low cost Exchange Traded Funds (ETFs) and call option strategies to enhance income.
|Firm Start Year:||2004|
|Name of Broker/Dealer:||Scottrade|
|Name of Custodial Firm:||Scottrade|
|States Licensed in:||Series 65, former Series 7, Accredited Investment Fiduciary Analyst.|
|Number of Years with Current Firm:||7|
|Work Experience:||30 years of real world experience, "grinding it out" as an independent floor trader at Chicago Board Options Exchange and Chicago Board of Trade.|
|I work with the following types of clients:||Non-Profit Organizations , Individual Investors , Businesses , private pension plans|
|Investment Types:||Alternative Investments , fixed income covered call strategy , Exchange Traded Funds (ETFs) , Options & Futures|
|Qualifications & Memberships|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Non-Financial Organization Memberships:||Fi360, the leading advocate for promoting a culture of fiduciary responsibility.|
|Number of Advisors in Office:||Up to 10 employees|
|I work with clients as part of a team:||Yes|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
|Compensation & Fees|
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100K -250K|
|Compensation Methods:||Based on Assets|
|Flat Fee Rate:||0|
Bill Ulivieri started his career in 1982, trading equity and index options at the Chicago Board Options Exchange, (CBOE), and trading Corn and Soybean futures at the Chicago Board of Trade, (CBOT) using ‘YEA’ as his membership trading acronym.
His leadership skills include acting as a CBOE Lead Market Maker and serving on many procedural committees (Facilities, Floor Officials, OEX Floor Procedure). From 1998 to 2008, he acted as risk manager and firm trader overseeing a group of ‘market maker’ traders and option specialists groups on a variety of exchanges, including the AMEX, PCOAST, CBOE, ISE and PHLX exchanges, monitoring derivative positions and advising for one of the most active and well respected option liquidity providers in Chicago.
Cenacle Capital Management, LLC, is a “fee-only” state registered investment advisor.
|Currently register in Illinois||but can have clients in other States.|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|