Designed to provide equity upside with downside risk mitigation.
Request a ConsultationTraditional 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.
All investments involve risk, including the loss of principal. This is neither a solicitation or offer to sell any security. Past performance is not necessarily indicative of future results. An offer can only made through the Fund's Private Offering Documents. The results of all returns reflect the deduction of: (i) an annual asset management fee of 2%, accrued monthly; (ii) a performance allocation of 20%, accrued monthly and taken annually, subject to a high water mark; and (iii) transaction fees and other expenses. Results are compared to the performance of the S&P 500 TR for informational purposes only ("Comparative Index). The Fund’s investment program does not mirror the Comparative Index and the volatility of the Fund’s investment program may be materially different.
Chase Thomas is the Founder and Owner of Alpha Wealth Funds, an SEC-registered investment advisory firm founded in 2010. Since the firm's creation, Alpha Wealth Funds has grown to manage more than $250 million in assets under management, serving individuals, families, and institutional investors through options-based investment strategies.
Chase began his career at Fidelity Investments, where he served as a Retirement Relationship Manager and helped oversee approximately $500 million in retirement assets.
As Portfolio Manager for the Alpha Low Volatility Fund, Alpha Synthetic Protection Fund, and Alpha Volatility Advantage Fund, Chase focuses on options-based portfolio management, derivative hedging strategies, and risk management. He is also a CERTIFIED FINANCIAL PLANNER® professional.
Chase is passionate about financial education and believes sound financial planning should be accessible to more than just large institutions or high-net-worth investors. He insists on helping clients understand the reasoning behind their investment decisions and emphasizes long-term relationships built on transparency and trust.
A Utah native with a BA from Brigham Young University, Chase enjoys skiing, trail running, rock climbing, paragliding, ATA Taekwondo (in which he is a four-time world champion), dancing, and spending time with his wife and growing family.
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