Excellence. Dedication. Versatility.

High yield strategies designed to regularly outperform major indexes.
Find out how we can help you achieve your financial goals.


Learn More

Growth Strategies

We carefully consider your investment goals and tailor our strategies
to suit your risk tolerance, objectives and time horizon.

Qualified icon

QUALIFIED

A conservative combined strategy of both options and share purchases that is suitable for tax sheltered accounts, such as a Roth IRA or retirement account.

Agressive icon

AGRESSIVE

A leveraged options writing strategy utilizing LEAPs to form long term positions in stable, dividend paying companies that grow their revenues.

Income icon

INCOME GENERATING

A conservative combined strategy of both options and share purchases that is suitable for tax sheltered accounts, such as a Roth IRA or retirement account.




What Makes Us Different?

Software

We Leverage Technology

Our custom portfolio manager enables us to stay on top of every move and the impact on your account.

We Only Make Money When You Do

Unlike most investment advisors, we do not charge up front fees based on assets under management. Your fees only come from the gains you make.

Transparency & Control

You setup and maintain control of your own account. While we have the discretionary authority to trade your account, you can watch your money grow whenever you like.


About Us

"We are what we repeatedly do. Excellence, therefore is not an act but is a habit." - Aristotle

At Bodhi Tree Capital Management, we embody excellence by consistently striving toward our goal of surpassing our S&P 500 benchmark on a yearly basis. While the backbone of our trading strategy is always to collect a premium, we are able to utilize many different strategies using that premium in a variety of ways. This gives us the ability to adapt to any market conditions and produce returns year after year. As a small company that manages every account individually, we are able to position each account uniquely based on their entry point for steady market ​outperformance.

Roger Wittenberg

Co-founder & Registered Investment Advisor
Roger

After managing family investment accounts for over 25 years Roger decided to to acquire his Series 65 license and bring his overwhelmingly successful strategy to others. Roger, an accomplished entrepreneur, is CEO and founder of International Supply Consortium. In 1987 Roger founded Rivenite Corporation, a wood-plastic composite decking company, that was later acquired by Exxon Mobile. In 1996 Mr. Wittenberg repurchased the rebranded company now popularly known as TREX and successfully listed it on the NYSE in 1999. In 2003 Roger formed a small venture-capital company, International Supply Consortium, seeking partnerships with companies and entrepreneurs that have innovative products and unique services, offering capital, guidance and management expertise. Roger is also a board member of two non profit organizations, Sierra Nevada College and the Desert Research Institute.

Dr. Christopher DeLellis

Co-founder & Registered Investment Advisor
Chris

Christopher actively traded family accounts for five years before expanding his pursuit professionally with Roger. He is also Chief Executive Officer and owner of TraderVix, LLC, a consulting and investment company. Prior to his investment career, Dr. DeLellis practiced medicine in several medical practices in Nevada and Washington State. He graduated in 2005 from Bastyr University in Seattle, WA, to become a doctor and realized his goal of opening his own private practice in Incline Village, NV. He co-owned and managed operations as Chief Operating Officer and treasurer of Natura Vita Corp. In 2009 he was offered a position in Washington State with another medical practice where he practiced until early 2010 before turning his focus solely to investments and a burgeoning financial career.




Company

Strategies
About
Top
Login
To learn more about what we do or schedule a meeting with one of our advisors, please contact us at:
   Email

   (808) 222-3300

© 2024 Bodhi Tree Capital Management