Active Hedge Overlay Overview
Our Active Hedge Overlay is a professionally managed, complimentary position that attempts to protect another existing long-only portfolio in down markets and to enhance returns in an up market. The Active Hedge uses proprietary indicators to determine long or short signals on a high beta, ETF position to hedge or add performance to another portfolio, depending on the market direction.
This solution is simple and provides a cost effective way to both hedge and enhance portfolio returns over complete cycles. Compared to option put or collar strategies, this solution is a very low cost solution that contributes to long-term performance. It is not a pure sunk cost like these other alternative solutions.
Minimum Investment $100,000; Advisory Fee are 1% on the first
$1 million and .75% on amounts above $1 million in assets
