Optimal Hedged Strategies

In-house investment strategies

Actively managed, customized Separately Managed Accounts (SMAs) for high-net-worth investors. Each strategy focuses on tax efficiency and distinct hedged investment approaches.

Available Strategies:
1. US Hedged Equity
2. Foreign Developed Hedged Equity
3. Hedged Gold
4. Hedged Bitcoin
5. Cash Management

Each strategy can be tailored to the investor’s specific risk tolerance and financial objectives, offering truly bespoke solutions.

Hedging strategies use options and other instruments to limit or reduce investment risk. These same instruments also limit or reduce the potential for profit, and a hedged strategy can be expected to underperform an unhedged strategy in rising markets. Options and derivatives carry additional risks, including correlation risk and the potential for loss greater than anticipated. The Hedged Gold and Hedged Bitcoin strategies involve assets subject to substantial price volatility.

All investing involves risk, including the possible loss of principal. No strategy protects against loss in all market conditions and no investment objective is guaranteed. Separately managed accounts are subject to minimum account sizes and are offered only pursuant to a written investment advisory agreement. Form ADV Part 2A available on request. See our Disclosures page for additional information.