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 is a seasoned financial professional and the Owner of Alpha Wealth Funds. He began his career at Fidelity Investments, where he served as a Retirement Relationship Manager and helped oversee $500 million in retirement assets.
Chase manages the Alpha Low Volatility Fund, Alpha Synthetic Equity Protection Fund, and Volatility Advantage Fund, specializing in derivative hedging strategies. Chase is also a Certified Financial Planner (CFP).
A Utah native and BYU graduate, he enjoys skiing, trail running, rock climbing, dancing, and the arts with his wife and growing family.
Education
CERTIFIED FINANCIAL PLANNER™
Brigham Young University, Bachelor of Arts
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