Unique Strategies for Unique Clients
Our flagship and proprietary portfolio offering. This portfolio is perfect for anyone concerned about a market downturn, and wants a safe way to be in the market without taking market risk. It has the ability to mimic returns on a given stock index (S&P 500, Nasdaq, Dow, etc.) with near-zero risk of capital loss in the event of a market selloff. This portfolio is ideal for:
- Retirees looking for capital appreciation rather than income
- Risk-averse, yield seeking investors
Another proprietary strategy, the volatility portfolio seeks to capture uncorrelated returns through long and short volatility strategies while minimizing PnL variance.
This portfolio is ideal for:
- Investors seeking to diversify into alternative asset classes (specifically, volatility)
- Investors with increased risk appetite looking for outsized yield and/or alpha