What We Do
Our Investment Approach
Asymmetric Advisor’s first and foremost concern is the preservation of client capital. Secondary is generating consistent returns on that capital.
We believe that opportunities will present themselves, and profits can be made, in any market environment. Our proprietary strategy and risk management allows every investor the opportunity to both create and preserve family wealth for years to come.
Option Spread Strategy
Our flagship fund. It utilizes option credit spreads on the S&P 500 to generate premium. These spreads are traded both above and below the current market price, which creates what we call the “box of profitability”. This box allows the market to fluctuate in price (up or down) without affecting the fund’s return. This fund is designed to be defensive in nature while still maintaining a growth mindset for our clients. We use the S&P 500 because it holds 500 of the largest companies in the United States, which creates less volatility than investing in a singular stock. This fund is designed to be used by all investors, both large and small.
Mutual Fund Strategy
We use a combination of technical indicators overlaid on an ETF (exchange-traded fund) that will rotate the client’s assets into and out of specific ETFs on a daily, monthly, and quarterly basis to achieve optimal returns in the portfolio.
Value Stock Fund
The investment in stocks has always been a staple of any investment portfolio. The potential for growth over time has created tremendous wealth for countless individuals and families. There is a constant flow of money into the stock market from purchases made in individuals 401(k)’s and other investment accounts throughout the year, this inflow gives the market a slight bias to the upside.
Our Value Stock Fund holds stocks that are found, through a proprietary screening process, to be undervalued but have the potential to, over time, provide attractive returns and profits to the fund.
How to Get Started?
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