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The investment seeks total return. The fund's primary strategy consists of selling and purchasing put and call options on equity indexes and exchange traded funds. The sale of put options generates income for the fund, but exposes it to the risk of declines in the value of the underlying assets. The risk in purchasing options is limited to the premium paid by the fund for the options. The sale of call options generates income for the fund but may limit the fund's participation in equity market gains. The fund's investment adviser seeks to reduce the overall volatility of returns by managing a portfolio of options. It is non-diversified.
Name | Title | Since | Until |
---|---|---|---|
Dominick Paoloni | CIO (Chief Investment Officer) | 2016 | Now |
Biography | Managing Principal and Chief Investment Officer of IPS Strategic Capital, Dominick Paoloni has served the investment community for over 35 years. Dominick received his Certified Investment Management Analyst (CIMA®) through the Wharton School of Business and completed the College for Financial Planning’s CFP certification program. An Adjunct Professor at the University of Denver, he frequently lectures in Denver and internationally on the real-world use of derivatives in risk-defined money management. Dominick is a nationally known writer, facilitator, and radio host and commentator. In 2009, he was recognized by Morningstar Advisor Magazine for successfully protecting his clients against the disastrous 2008 meltdown with innovative portfolios which weathered the storm with only a small fraction of the market’s losses. He has also been featured in numerous other publications, including EQ Derivatives Magazine, Financial Planning Magazine, the Denver Post, and the Journal of Investment Consulting, which published one of his white papers. His life’s work is striving to deliver a risk management solution that doesn’t rely on market timing or asset allocation. |
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