HWM Alpha Advantage is a multi-input technical model that trades 200% leveraged, long and inverse index mutual funds. This strategy systematically evaluates market data daily to determine long, inverse and money market positions. Correlation to underlying markets has historically been low. The strategy has the potential for long-term growth while seeking to decrease maximum drawdown.
HWM Alpha Advantage is an opportunistic strategy that is only appropriate for the aggressive portion of a portfolio. This strategy trades frequently and will generate wash sales in a taxable account.
HWM Alpha Advantage
A combination of different trade indicators with the potential to produce long-term growth while seeking to decrease maximum drawdown.
Independent Verifier's Report on Performance Record
All Alpha Advantage performance-related results are calculated by Halbert Wealth Management (“HWM”). Alpha Performance Verification Services provides Alpha Advantage net performance verification as reported by HWM. HWM and Alpha Performance Verification Services are unaffiliated entities.
View our Alpha Advantage webinar
Paul Montgomery, Trading Manager of HWM Alpha Advantage, joins Henry Rohlfs, Vice President of Halbert Wealth Management, to give an overview of the HWM Alpha Advantage program and how the strategy manages downside risk.