Active strategies that are designed to go beyond the benchmark.
Traditional allocation frameworks leave gaps. Fully funded long-only exposure can be capital-inefficient, while passive cash and short-duration capital can remain underutilized. Alpha Wealth Funds’ strategies are designed to address specific portfolio roles through options-based implementations — designed to turn complexity into opportunity and pursue real, risk-adjusted results.
Designed for reserve capital, defensive balances, and short-duration allocation needs, the Zero Strategy can serve as a differentiated return driver where liquidity and capital-preservation orientation still matter.
Built to leverage long-dated call options (LEAPs) to gain market exposure, while writing shorter-term covered calls on LEAPs to offset cost and generate income. Returns are driven by market participation, collateral yield, overwrite income, and systematic premium capture.
Benefit from centralized execution, operational efficiency, and simplified administration by investing in AWF’s funds to leverage our strategies.
Leverages publicly reported insider trading activity to identify companies where management is signaling confidence.
A market-neutral strategy targeted to non-correlated returns, helping institutions reduce reliance on traditional equity or bond markets.
Harnesses market volatility using sophisticated options strategies to seek income and growth opportunities.
Provides equity-like upside with built-in downside risk mitigation, ideal for preserving capital while participating in market growth.
Benefit from flexibility, personalization, and customization while utilizing AWF strategies.
Enhance your existing professionally managed portfolio without replacing your current advisor, custodial structure, or core investment strategy. AWF implements our specialized options strategies alongside your current holdings, adding a layer of risk management, income generation, or strategic exposure while preserving the underlying portfolio design.
Specifically designed applications of the Synthetic Strategy for any SMA account to de-risk equity assets, using customized options structures to help reshape the risk profile of concentrated or highly appreciated equity exposure while maintaining strategic market participation.
Don’t settle for passive. Demand results.
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