Boundaries

Scope, conflicts and personal trading, stated plainly

Boundaries

Forecasting and decision support only. Clients make and execute all decisions. No discretion over, custody of, or trading of client capital. Bo Yoder is not registered as an investment adviser or commodity trading advisor.

Conflicts

Bo personally trades intraday S&P 500 and Nasdaq futures, so client work excludes those markets in those fast-moving intraday timeframes. Longer-term views on the indexes remain in scope.

Separate practices

Institutional consulting and individual-trader education are separate. They have different clients, different terms and no shared client data, and neither set of clients is named to the other. The individual-trader work is education about process only: no signals, no trade calls, and no discretion over anyone’s money.

Personal trading

Bo takes no position of his own in any market he forecasts for a client, in any asset class, until that client confirms they are fully positioned and their entry is complete.