Turning market chaos into potential opportunity.
Request a ConsultationWhile 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.
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.
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 Total Return for informational purposes only. The Fund’s investment program does not mirror the S&P 500 Total Return 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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