Belmont Capital Group was founded to provide investors and advisors with a proactive, risk managed approach to investing

Our focus is leveraging our institutional options experience to enhance and shape traditional return streams. We accomplish this by utilizing only exchange traded instruments with high levels of liquidity and transparency.

Belmont Client Advantages

  • Our institutional risk management experience provides a unique perspective for managing investor capital
  • Our approach to managing investment risk steps beyond traditional methods of diversification and modern portfolio theory
  • Our Dynamic ETF Portfolios provide clients with liquid and hedged exposure to global equity markets
  • Our Theta Overlay Program is a unique approach to generating income on existing investment portfolios

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