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Investment principle Advanced Finance

The "Advanced Finance" managed account trades in short-dated options strategies, primarily SPX options. Stocks, stock options, index options, index futures, volatility products and ETFs are traded in various markets, mainly the USA, Germany and Switzerland.

The trading approach combines three different income strategies with a broadly diversified investment model to create an overall portfolio. The income strategies are diversified in terms of countries, markets and approach and are implemented according to a clear set of rules. The income generated by the income strategies flows into the investment model, which is based exclusively on the most conservative blue chips possible.

The investment model is also implemented according to a transparent set of rules and is diversified by country, sector and currency.
As soon as a quantity of at least 100 shares or a multiple thereof is reached, an additional permanent hedging mechanism is put in place, which may generate a possible additional return. The overall portfolio is generally hedged, contains no uncovered short positions and is also hedged against blackswan events as far as possible.

Advantages of our managed accounts

You get a real-time overview of the current status of your capital, all your positions and all transactions via the trading platform and account management. You can have the monthly earnings paid out (distribution) or reinvested automatically. Profit sharing of 10%-15% (depending on assets under management) is based on high-water mark basis (highs once reached are not charged again).

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Disclaimer: The information contained herein does not constitute an offer, solicitation or recommendation to buy or sell any investment instruments, nor does it constitute advice or decision support for legal, tax or other matters. Any actions or omissions based on the information contained herein are solely at the user's own risk. In this respect, this document does not release the recipient from his or her own judgment. Past performance is based on the actual performance of the managed account. The information and opinions contained herein are subject to change without notice. A historical positive performance is no guarantee for a positive performance in the future and no warranty can be given.

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