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About Us

We are a specialized investment firm focused on commodities markets. With decades of combined experience in derivatives trading, risk management, and asset allocation, we help clients navigate volatility and capture opportunities across energy, metals, and cryptocurrency sectors.

A premier commodities options investment firm specializing in precious metals, energy, and agricultural markets.

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Biography and Strategic investment Analysis

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Biography

Navigating Global Commodities with Precision Since 2013

Purpose-Built for the Commodities Era

Founded in 2013, Wellington Legacy Capital was established to serve a clear mission: to unlock alpha in global commodities markets through a disciplined, risk-managed approach. Born in the aftermath of the global financial crisis and amid shifting macroeconomic dynamics, our firm was built to serve investors seeking diversification, inflation protection, and non-correlated returns.

From inception, our focus has been sharp and unwavering—commodities options and futures trading with a deep emphasis on capital preservation and risk-adjusted performance. Over more than a decade, we’ve grown into a trusted investment partner for institutions, family offices, and sophisticated individual investors.

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Our Journey: 12 Years of Disciplined Growth

2013–2015:
We began with a focus on agricultural commodities and energy markets, using a discretionary trading model informed by macroeconomic fundamentals and seasonal cycles. Early outperformance during a period of declining commodity prices validated our hedged, options-based strategies.

2016–2019:
Our strategies expanded to include metals and broader index exposure, supported by proprietary volatility models. We introduced systematic overlays and enhanced portfolio analytics. A strong focus on risk management allowed us to thrive during periods of elevated geopolitical tension and dollar volatility.

2020–2024:
In a new era of inflationary pressure, global supply chain realignment, and record commodity volatility, our platform demonstrated exceptional resilience and growth. We delivered some of our best returns during this period, capitalizing on energy market dislocations, precious metals trends, and cryptocurrencies

Investment Strategy: Blending Insight with Structure

Performance Track Record

From 2013 to 2024, we have delivered:
• +263.4% cumulative net return
• 21.2% annualized net return
• Sharpe Ratio of 1.52
• With consistently low drawdowns, even during periods of market turmoil

Our performance has outpaced traditional benchmarks like the Bloomberg Commodity Index (BCOM), which returned -2.6% over the same period.
Our core edge lies in actively managed strategies across energy, metals, and agriculture, powered by:
• Options and futures trading with dynamic hedging.
• Hybrid investment methodology combining discretionary macro analysis and systematic signal generation.
• Volatility harvesting through structured option writing and long-vol tail hedging.
• Capital allocation models that respond to supply-demand fundamentals, technical indicators, and geopolitical developments.

Risk Management Culture

Risk is not just managed—it is anticipated. Our strategies are underpinned by rigorous scenario testing, options-based downside protection, and real-time portfolio monitoring. We preserve capital with the same intensity we pursue gains.

Client-Centered Values

We serve a broad spectrum of institutional and accredited investors, offering:
• Transparent reporting
• Liquidity-focused strategies
• Long-term alignment through co-investment and performance-based compensation
We operate with agility, adapting to changing conditions while maintaining core discipline and downside protection.

Vision Forward

As global supply chains evolve and inflationary forces reshape asset classes, we remain committed to innovating within the commodities space. Our goal is simple: to stay ahead of cycles, protect our clients’ capital, and continue to outperform.

Why
Choose Us?
Why Choose Us?

Why Choose Wellington Legacy?

At Wellington Legacy, we are more than just a boutique investment firm — we are your strategic partner in navigating the dynamic world of commodities and options trading. Since 2013, we’ve built our reputation on trust, performance, and a personalized approach to every client’s financial goals.

Extensive Knowledge

Investing provides a strong foundation

Extensive investing knowledge enables informed, strategic decisions by helping investors analyze trends, assess risk, and spot high-potential opportunities across asset classes.

Client-Centered

We understand each client’s objectives and risk tolerance

We prioritize active listening, personalized service, and trust to deliver tailored solutions, fostering lasting relationships and client confidence.

Customized risk-return profiles

Professionally managed commodities.

Customized risk-return profiles tailor investment strategies to match an individual’s or institution’s specific risk tolerance, financial goals, and time horizon.

Team Approach

We provide comprehensive and well-rounded client solutions.

We deliver comprehensive solutions that improve decision-making and provide effective, tailored strategies through thorough analysis.

Advanced Tech

Advanced technology in investment management.

Advanced technology uses data analytics, AI, and automation to boost decision-making, efficiency, and personalization in investment management.

Tailored portfolio solutions

Tailored portfolio solutions are customized.

Tailored portfolio solutions align with each client’s goals, risk tolerance, and time horizon.

Total Return

January-March 2025

73,456,841

+25% per week

Our Skills

Dedicated services
for high-net-worth individuals.

At Wellington Legacy, we apply a disciplined investment strategy in commodities options and futures, delivering consistent performance across varying market environments. Our historical results reflect a strong focus on risk-adjusted returns, capital preservation, and long-term client value, underscoring our commitment to stability and strategic growth in all market conditions.

Retail
Account Management

These services allow retail clients to gain exposure to the commodities markets—such as energy, metals, and agricultural products—without needing to trade directly themselves.

Institutional
Account Management

These institutions seek exposure to commodities for portfolio diversification, inflation hedging, and alpha generation, often through customized, sophisticated strategies.

Leadership

Team Behind Company

Adam J. Rogers

He is Chairman and Chief Executive Officer of Wellington Legacy.

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Robert Desai

He is our Chief Investment Officer of ETF.

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Alexander Ferro

He is our Chief Operating Officer.

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Matthew Drevers

He is our Risk Management Officer

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Aaron L. Wright

Our Investor Relations

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Ariel Martinez

Our Compliance Director

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Call: (888) 583-0253

Your portfolio.
Your legacy.
Our priority.

Our experience, insight, and dedication set us apart. We understand the complexities of the financial world and are committed to helping you make informed, strategic decisions that align with your goals.

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Copyright © 2025 Wellington Legacy. All Rights Reserved.

Risk Disclosure: Investing in commodities involves significant risk and is not suitable for all investors. Commodity prices can be volatile and are influenced by a variety of factors including market demand, geopolitical events, weather conditions, and regulatory changes. Past performance is not indicative of future results. Before investing, carefully consider your financial objectives, risk tolerance, and consult with a qualified financial advisor.

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Your legacy. Our Priority

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48th Wall Street, New York NY 10005, USA

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