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ACTIVE INVESTMENT MANAGEMENT

Almega Wealth Management offers 4 unique active investment management portfolios, S&P 500 Strangle Option Strategy, Active Balanced Index Strategy, Disruptive Equity Strategy, and Dividend Value Equity Strategy.  These portfolios are available in coordination with our Passive Asset Class Investment Management portfolios or as standalone separately managed accounts.

Like our Passive Asset Class Investment Portfolios, our active investment portfolios are based on the work key academics in the field of economics and finance to include Nobel Laurette Merton Miller (Stanford), a macroeconomics pioneer, Nobel Laurette Myron Scholes (Stanford), a pioneer in derivatives pricing, Professor Robert Novy-Marx (U.Rochester), a pioneer in equity momentum theory, and the former director of Yale University’s endowment, David Swensen.

S&P 500 Short Strangle Option Strategy

This strategy is reserved for only the most aggressive investors.  Bryan Wisda began managing this strategy in 2013 under the guidance of ThinkorSwim founder Tom Sosnoff and his team.  The goal of this portfolio is to generate above average returns versus the S&P 500 Index.  The S&P 500 Short Strangle Option Strategy combines an investment in the S&P 500 Index ETF with a sizeable cash position both of which are used to secure sales of call and put options against the S&P 500 Index.

Dividend Value Equity Strategy

Bryan Wisda began managing this strategy in 2007.  The goal of this strategy is to generate returns higher than that of the S&P 500 Index by making concentrated investments into large, medium, and small capitalization publicy traded companies.  The strategy seeks to invest in established companies with higher than normal risk/reward dimensions.  This highly concentrated strategy will generally hold between 5 and 15 companies.

Active Balanced Index Strategy

Bryan Wisda began managing this strategy in 2004 while at UBS Wealth Management.  The goal of this strategy is to generate more consistent returns over time versus the S&P 500 Index.  The strategy is designed to rotate ownership of the S&P 500 Index ETF, Russell 2000 Index ETF, and the Bloomberg Barclays Aggregate Bond Index  ETF based on four well-known quantitative market timing strategies.

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