Designed to provide equity upside with downside risk mitigation.
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Traditional equity exposure leaves investors vulnerable to market crashes. The Alpha Synthetic Equity Protection Fund is designed to pursue equity-like returns while incorporating structured downside risk management - so you can participate in growth without taking on uncompensated risk.
Engineered with advanced derivatives.
Intended to limit drawdowns while seeking to maintain upside potential.
To adapt as market conditions evolve.
With disciplined risk management.
Chase Thomas began trading stocks at the age of 10. Propelled by his passion for finance, Mr. Thomas entered the financial world immediately after graduating from Brigham Young University. He began his career with Fidelity Investments, earning his Certified Financial Planner designation, and ultimately oversaw five hundred million dollars in client assets. In 2015, Mr. Thomas left Fidelity Investments to start his own asset management practice focusing on adding value through time value strategies. After three years of solid growth, Chase merged his practice with Harvey Sax, and became a manager and owner of Alpha Wealth Funds, LLC.
Education
CERTIFIED FINANCIAL PLANNER™
Brigham Young University, Bachelor of Arts
You don’t have to settle for status quo advice. Let’s design a custom strategy as unique as your goals, and as ambitious as your potential.
