Turning market chaos into potential opportunity.
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While most investors fear volatility, we embrace it. The Alpha Wealth Volatility Advantage Fund is designed to seek opportunity from turbulent markets by leveraging advanced options strategies and discretionary trading.
Enhanced with volatility overlays.
To capture premium during market swings.
For mitigated downside risk.
Refined over years of market experience.
The Alpha Wealth Volatility Advantage Fund is a long-short equity fund that adds time value to its portfolio through options contract writing and volatility hedges. This strategy involves taking long positions in stocks, ETFs and ETNs that are expected to increase in value and short positions in stocks, ETFs and ETNs that are expected to decrease in value.
The Partnership intends to take equity positions in individual companies, sector funds and index funds that have liquid options markets. The General Partner uses technical analysis to find momentum indicators for potentially profitable trades with a two to three month time horizon. One of the primary ways the Partnership adds value to its portfolio is through the use of covered calls and short volatility trades that have natural time decay rates. This strategy allows the Partnership to profit from outlier events that cause volatility spikes by taking positions that result in gains when volatility levels revert back to their normal ranges.
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
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