Turning market chaos into potential opportunity.
Schedule Consultation
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 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
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.
