Belmont Portfolio Management solutions provide investors with liquid, risk managed exposure to global equity markets. They are available in a separate account with daily liquidity and full transparency.

Low Volatility ETF Portfolios

Belmont employs a proprietary model to balance protection, income and total return. Both strategies utilize highly liquid ETF and option markets with no leverage.

  • U.S. Low Volatility strategy is for investors seeking U.S. large-cap equity returns enhanced by an active covered call writing program

  • Global Low Volatility strategy is for investors seeking global equity returns enhanced by an active covered call writing program

Absolute Return

Focus is producing positive returns with zero or low correlation to global equity markets.

  • Theta Overlay Program seeks to generate income on existing investment assets with a risk controlled option writing strategy

 

Client Benefits

  1. Benefits of passive investing with active risk management

  2. Directly hedged and diversified portfolios without sacrificing liquidity or control