HWM Alpha Advantage is a proprietary multi-input quantitative model that trades with 200% leverage, long and short, on the S&P 500 and Nasdaq 100. The correlation to underlying markets has been historically low. HWM Alpha Advantage is opportunistic and is therefore only appropriate for risk capital that can be committed for a full market cycle. Accounts are held at Guggenheim Investments.
HWM Alpha Advantage
A combination of different trade indicators with the potential to produce attractive returns with managed downside risk. This combination provides investors with access to investment opportunities in almost any market environment.
Independent Verifier's Report on Performance Record
All Alpha Advantage performance-related results are calculated by Halbert Wealth Management (“HWM”) (CRD#108294). Alpha Performance Verification Services provides Alpha Advantage net performance verification as reported by HWM. HWM (CRD# 108294), Alpha Performance Verification Services, and Pensionmark Financial Group, LLC 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.