Sit above the noise.

Roost Strategies is a community for learning to invest with patience and precision, alongside a team putting their own capital to work in the open.

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For education only, not financial advice. Investing involves risk of loss. Read the full risk disclaimer.

Welcome to Roost Strategies

Not theory. Not backtests. Live decisions, made with real money, shared as they happen.

The world is chaotic right now, and the old advice of "work hard, save, and hope" isn't enough anymore. Roost Strategies exists to bring you into the investor class, regardless of where you're starting from. Whether you're a sophisticated investor or someone who has never placed a trade, this is a place to learn, observe, and grow alongside a community and a team who are actively investing their own capital in real time, out in the open.

We built this around a simple idea: you become the five people you're closest to. We want to be one of those five people, helping you start to think about yourself, and your relationship to money and opportunity, differently.

Roost Strategies is one membership built around two strategies. The Wheel strategy, led day-to-day by Will Byrd, is built around cash-secured puts, a strategy designed to bring in premium month after month. The Growth strategy, led by Scott Byrd, focuses on growth investing across crypto, stocks, AI, robotics, and the emerging technologies shaping the future, including Scott's live entry log, showing every growth position from the day he opens it.

This is real-time, on-the-field education.

What it means to be in the Roost

A roost is a place of patience. Birds of prey don't chase every opportunity that moves, they perch, observe, and wait for the right moment, then act with precision. That's the posture we teach: calm, watchful, deliberate. Not reactive, not chasing headlines or hype.

Being "in the Roost" means you're part of a community that sits above the noise. You're gathered together, watching the markets and the world unfold, patient enough to let opportunities come to you and disciplined enough to act decisively when they do. It's a mindset as much as it is a membership.

Observe

Perch above the market and watch. Read the conditions before reacting to them.
Wait

Let the right opportunity come to you. Patience is a position, too.
Act

When the moment is right, move with precision and conviction.

One membership. Everything we do.

Billed monthly, no long-term contract.

Founder's Edition

$200per month

Everything Roost Strategies offers, in one membership.

Real-time, on-the-field investing education, more like a college-level course than a typical newsletter. Lessons happen live, with real strategies in action and real money on the line, and a growing library of recorded content lets you learn on your own schedule.

Two strategies, taught side by side: the Wheel, selling options to bring in premium month after month, and Growth, investing in crypto, stocks, AI, robotics, and the emerging technologies Scott is watching.

What's included

Exclusive access to the Roost Discord server
An active, engaged community with Scott and Will both present in chat
A full educational library on the Wheel strategy, on demand, built for both complete beginners and experienced traders. If you've never heard of an option, you'll be walked through placing your own trade
Real-time execution alerts on Scott's medium- to long-term growth account: entries, adds, trims, and exits. Shorter-term trades are discussed on the live sessions
A daily live session with Scott, Monday through Friday, 9:45 to 10:45 AM Eastern, right after the market opens. Each call is recorded and archived for about two weeks
A weekly teaching from Scott on a specific topic, from strategy to the way of being behind building wealth. Some weeks, a Hangout takes its place when the market calls for it
Hangouts with Scott: live market commentary and open Q&A, usually later in the trading day. Some are on the weekly schedule. Others pop up when the market makes news worth talking through
A weekly live Q&A with Will on the Wheel and cash-secured puts, recorded for members who can't make it live

Two strategies

The Wheel strategy with Will

The core strategy we run in our own portfolios. The premium we collect from selling options funds our higher-risk plays.

Learn the strategy behind the 3–5% monthly premium we aim for in our own accounts. A goal, not a promise
A live model portfolio you can observe and learn from
A weekly live Q&A with Will on the Wheel and cash-secured puts
Every session recorded and archived

The Growth strategy with Scott

Long-term growth in crypto, stocks, and tech. The higher-risk, higher-conviction plays the Wheel helps fund.

Scott's live entry log, showing every growth position from the day he opens it
Advanced and esoteric options, equity, and crypto strategies
Private Roost Strategies Research (RSR) reports, emailed as PDFs
Scott's social arbitrage method for spotting opportunities early

This is about education first. If you're just starting out with little or no capital, this is where you begin building the identity and skills of an investor. If you want to actively place trades while learning the system, a minimum account size of $10k is recommended.

Get notified Join the Roost

Built for people who want to learn to trade, not be told what to trade.We share how we trade our own accounts so you can learn from it. We don't tell you what to buy or when.

The full risk disclaimer applies.

Founder's Edition: your rate, locked

Members who join through December 1 keep the Founder's Edition rate of $200 per month for as long as their membership stays active, whatever our pricing looks like down the road.

The founder's rate lasts as long as your membership remains active and continuous. If you cancel or let your membership lapse, the founder's rate is forfeited, and rejoining later means enrolling at the current retail rate.

Membership is billed monthly with no long-term contract. There are no refunds, but you may cancel at any time, so your only risk at any point is a single month.

The Wheel strategy

What is a cash-secured put?

An options strategy where you agree to buy a stock at a price you choose, and get paid up front for making that promise.

01
Choose your price

Pick a stock you'd be glad to own, and the price you'd be comfortable paying for it.
02
Get paid up front

You collect a payment, called the premium, for making that promise.
03
Set aside the cash

You hold the cash to cover the purchase if it's needed. That's what makes it "cash-secured."

Then one of two things happens

The stock stays above your price

You keep the payment as income.

The stock falls below your price

You buy the stock at the price you already agreed to, a price you were comfortable with from the start.

A foundational strategy for generating steady income while staying disciplined about what you own, and at what price.

The people behind the Roost

Scott Byrd

Leads the Growth strategy

Scott Byrd is a 35-year market veteran. He began his career at Shearson Lehman Brothers, spent the bulk of his career at Alex Brown, and retired from Morgan Stanley on his 40th birthday.

After retiring, Scott started a coaching and consulting company, working with top executives and entrepreneurs across the United States and Europe, which he later sold. Throughout his career, Scott has stayed on the edge of innovation, always looking to invest ahead of where the world is heading.

In June of 2023, Scott stepped back from nearly everything else in his life to go all-in on building deep expertise in the digital asset space, a specialty that now shapes much of his research and investing approach alongside his long-standing work across all sectors of the markets.

His methodology, which he calls social arbitrage trading, is built around spotting where the world's attention and capital are headed before the crowd catches on, a track record he's shared and demonstrated publicly, including on TikTok.

Outside the markets, Scott is a devoted health and fitness enthusiast, an avid kitesurfer, and father to two grown children he remains close with. He founded Roost Strategies Research (RSR) and leads the Growth strategy, sharing his live entry log and research with members in real time.

Will Byrd

Leads the Wheel strategy

Will Byrd, 26, grew up immersed in the coaching, consulting, trading, and investing world built by his father, Scott. He has spent years working alongside Scott in the markets, learning the craft firsthand.

Will is an accomplished options trader who specializes in cash-secured puts, a strategy he identified early on as a natural fit for his personality and where he has consistently thrived. He leads the Wheel strategy, teaching and executing the cash-secured put strategy in real time for members.

Outside the markets, Will is an avid rock climber and golfer based in the Denver area, and a committed athlete devoted to health and wellness.

Angie Byrd

Operations and member support

Angie Byrd has been married to Scott for more than 30 years, with a front-row seat to a life in the markets: the early mornings, the hard calls, and the steadiness it takes to stay disciplined when prices move against you.

At Roost, Angie runs operations and member support. She works mostly behind the scenes, building and tending the systems members move through.

She is also a coach with a foundation in somatic practice, focused on how people stay grounded under pressure and through times of great transition. Her work draws on nervous system regulation, meditation, and movement, practices that speak to the part of investing no chart can teach: staying clear-headed when real money is on the line. A steady body makes for steadier decisions. Through her coaching and writing, she explores the deeper questions of meaning, relationships, and what it means to truly live.

Outside of Roost, one of Angie's great passions is dance. She also practices qi gong and yoga, is learning watercolor, and is devoted to all things health and fitness. She even built her own personal app designed around her unique fitness goals.

From the Flock

In their words

Shared by members of the Flock. Trimmed for length, never reworded.

For the first time it feels like solid ground instead of a slot machine.

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Before this, I gambled. I lost over half of what I had chasing coins that social media personalities swore were the next big thing. … Every loss is data now, not a failure. And it doesn't wreck me the way it used to.

What's different is I finally understand what I'm looking at. Scott puts the puzzle pieces together … He connects dots I never knew existed, and definitely would never have known to look for. It's not tips. It's a lens.

And the wheel, the whole cash-secured puts process, he didn't just explain it, he trained me into it and stuck with me through it. That's the difference between reading about something and actually owning the skill. …

So investing doesn't feel like gambling anymore. … For the first time it feels like solid ground instead of a slot machine. From a lonely island to a like-minded community and peace of mind.

… don't come for tips. Come for the framework and learn how to fish. Show up to the morning live. Bring your questions, Scott actually answers them, and the training into the wheel and cash-secured puts is hands-on, not some PDF you skim once. His son Will will connect the dots you can't connect on your own, and keep connecting them until you can do it yourself.

This isn't a hype room. Nobody's screaming about the next 100x. It's calmer than that and honestly, that calm is the thing I needed most after getting burned.

David Sharpsteen Roost member · Original Flock

It's a community, a place to learn, and a source of calm during chaotic times.

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I was learning but still very much a novice and still am. … I'm still learning, but the training and discussions are helping me understand my decisions and approach investing with a level head, rather than letting emotions guide me.

This Discord is about more than just understanding the market. It's a community, a place to learn, and a source of calm during chaotic times.

Donna B. Roost member · Original Flock

Scott is the expert I trust.

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For a long time, I felt lost when it came to my investment strategy. My career left me little time to build my investing skills, and I didn't know where to start. Scott completely changed that. His real-time, hands-on strategies take complicated concepts and make them clear and approachable. …

What I value most is that the learning never stops. Every day brings something new, and logging into the group has become one of the highlights of my day. Being part of this community from the beginning and watching it grow into what it is today has been amazing. Scott is the expert I trust, and I'm excited that there's still so much more to learn.

Christine Green Roost member · Original Flock

Watching a YouTube video will only get you so far.

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I'm an experienced long-term investor (buy and hold forever), but I've never "traded" or made short-term cashflow from trading. So this is new to me, but the CSP training is fantastic and I'm confident I can learn this system with the help of your team and the community.

Watching a YouTube video will only get you so far, the value that Roost provides is in the community of people working towards learning together, and a common goal.

Michael Roost member

There's a much better approach than hopium.

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There's a much better approach than hopium. How to approach research to increase chances of success and with less stress. …

Try it for 30 days… it will be the best decision that you make. My guess is that you'll stay around for the long haul.

Mary Louise C. Roost member · Original Flock

He tells you what you need to hear, not necessarily what you want to hear.

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Scott doesn't come across as someone trying to sell you on a specific strategy, asset class, or "sure thing." He's willing to adapt as the market changes, and he's very clear that his goal isn't to tell people exactly what to do. He wants to teach people how to think, what to look for, and how to better understand the opportunities and risks in front of them. …

For the amount of knowledge, perspective, and practical value Scott provides, I believe the investment is absolutely worth it.

David P. Roost member

Even if it feels like you're diving into a dry pool, Roost will fill it with water while you're in mid air.

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Listening to the education that Scott and Will have to offer is really second to none.

Kevin Price Roost member · Original Flock

Having a community led by professionals who have been in the trenches is priceless.

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I've made no trades yet but just having daily messages from a pro like Scott regarding the market has really helped me to have more confidence in my own thesis. Look forward to learning about the CSP strategy from Scott and Will …

Eric Roost member

Scott Byrd and his team are 100% The Real Deal!

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I was lucky to come across Scott's first post on TikTok and was immediately captivated by his engagement and passion. His view on positive energy in life is what initially drew me in but then his openness in sharing his professional experiences was really useful and meaningful to me in my current life state.

I was one of the first subscribers to "The Ultimate Discord" and now I'm looking forward to the next chapter with "Roost Strategies" and excited about what's to come.

Marco G. Roost member · Original Flock

There is value if you are new to trading or been trading for years. Worth every penny.

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Trading CSP for about a year, started following Scott on TikTok a couple months ago. … More confident in my trades, learning new strategies and market data.

Scott S. Roost member

Good stuff, no fluff!

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I was all over the place. Too spread out. … I have more confidence. … Good stuff, no fluff!

Raymond Piper Roost member · Original Flock

Testimonials reflect the individual experiences of Roost members, shared voluntarily and without compensation. Individual experiences vary. Roost Strategies is educational only and not financial advice. Investing involves risk, including loss of principal. Read the full risk disclaimer.

In the Flock? We'd love to hear your story: hello@rooststrategies.com

Doors open Wednesday, October 7.

Add your email and you'll hear from us the moment enrollment opens.

Not ready to join yet?

Get on the list. Notes from Scott and Will on what we're watching, what we're teaching, and what's happening inside the Flock. Plus a heads-up before the Founder's rate lock closes December 1.

Ready now? Join the Roost →

Frequently asked questions

Is this financial advice?

No. Roost Strategies is for education and informational purposes only. Scott and Will are not registered financial advisors, and nothing shared in the Discord is personalized financial advice. We share what we're doing with our own money and teach the strategies and thinking behind it, so you can learn to make your own informed decisions. We teach you how to fish; we don't fish for you.

Do I need a minimum amount of money to join?

Not to join. This is built as an education-first community, and there's no minimum to become a member. If you're starting with little or no capital, you may need this more than ever, since it gives you the chance to learn, observe, and build the identity of an investor before you're managing significant money. If you want to actively place trades while learning the system, we recommend a minimum account size of $10k.

Is enrollment open?

Yes, enrollment is open now. Members who join through December 1 lock in the Founder's Edition rate of $200 per month for as long as they stay active. Not ready yet? Get on our email list for notes from Scott and Will, and a heads-up before the Founder's rate lock closes.

What time zone are the live sessions in?

All times are US Eastern Time (New York).

What broker do I need to use?

Any major brokerage works. We primarily use and demonstrate on Robinhood because it's simple to use.

Where do the live sessions and videos happen?

Live programming and the video archive live on Whop, a single, simple platform for our members. Community discussion happens on Discord.

Can I try it before I commit?

There's no free trial. Membership is billed monthly with no contract, so you can cancel at any time; your only risk at any point is a single month.

What if I cancel? Can I come back later at the same price?

Members who join through December 1 keep the Founder's Edition rate of $200 per month for as long as their membership stays active. If you cancel or let it lapse, the founder's rate is forfeited, and rejoining later means paying the current rate.

Will you tell me how much to buy?

Alerts reflect what Scott and Will are personally doing, not a recommendation for your specific situation. Position sizing is always your own decision, based on your own circumstances. As a general rule of thumb for less experienced traders, keep each high-risk position to 1–3% of your portfolio, and all ultra-aggressive positions combined to no more than 10%.

Risk disclaimer

Roost Strategies is for education only. Investing carries substantial risk, including the loss of your entire investment.

Roost Strategies, including all content shared by Scott Byrd, Will Byrd, and Byrd Coaching LLC across the Discord, Whop, live sessions, research reports, videos, and any related materials, is provided strictly for educational and informational purposes only. Nothing shared in this community constitutes financial, investment, legal, or tax advice.

Scott Byrd and Will Byrd are not registered investment advisors, broker-dealers, or financial planners, and Roost Strategies is not a registered investment advisory service. No content shared should be interpreted as a personalized recommendation to buy, sell, or hold any security, option, cryptocurrency, or other asset. All trades, positions, and strategies discussed reflect the personal activity and views of Scott and Will with their own capital, shared for observational and educational purposes only. Any resemblance to advice for your specific financial situation is coincidental; only you, or a licensed advisor you engage directly, can determine what is appropriate for your circumstances, including position sizing, risk tolerance, and account allocation.

Trading and investing in securities, options, and cryptocurrency carries substantial risk, including the risk of significant or total loss of principal. Past performance, including any target returns referenced, is not indicative or a guarantee of future results. Markets are unpredictable, and no strategy, including cash-secured puts, options strategies, or any equity or crypto strategy discussed, guarantees a profit or protects against loss.

Cash-secured puts and other options strategies carry specific risks, including the obligation to purchase the underlying security at the agreed price even if its market value has fallen significantly below that price, and the potential for losses that exceed the premium collected. Cryptocurrency markets are highly volatile and largely unregulated, and digital assets can lose substantial value quickly. Esoteric or advanced strategies discussed in Roost Strategies may carry elevated or complex risk profiles not suitable for all investors.

By participating in Roost Strategies, you acknowledge that you are solely responsible for your own investment decisions and their outcomes. You should only invest capital you can afford to lose, and you are encouraged to consult a licensed, independent financial advisor before making investment decisions. Roost Strategies, Scott Byrd, Will Byrd, and Byrd Coaching LLC assume no liability for any losses or damages arising from the use of, or reliance on, information shared in this community.