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Alpha Peak Risk Managed (Income Optimized) Portfolios

Improving Portfolio Construction

The Alpha Peak Model Solutions (Optimized for Income)

If you'd like to use us as your total model solution, we offer portfolios constructed with both traditional and alternative asset classes. All portfolios are risk-managed, meaning:

1.  They provide highly diversified portfolios where the intercorrelation of all represented asset classes and strategies are continuously managed so traditional and alternative portions are properly balanced.

2. The alternatives portion provide downside risk protection and additional alpha opportunities that are differentiated and not generally attainable in long only portfolios. This may help provide a smoother ride. 

Key portfolio characteristics:

We use inexpensive ETFs for each long-only traditional asset class in a factor-based rotation model.

We add the appropriate alternative sectors for each risk profile

The models are dynamically weighted for appropriate risk-return characteristics

The models are income-optimized to address the specific needs of clients focused on income

These risk managed portfolios are optimized for income and are based upon different client risk return objectives. They are offered in seven models ranging from capital preservation to aggressive growth. 

Risk Managed Income Optimized

To learn more about how Alpha Peak Risk-Managed Portfolios can help you build superior client investment portfolios, click here

 

This information should not be relied upon as investment advice, research, or a recommendation by James Alpha or Alpha Peak regarding (i) the Funds, (ii) the use or suitability of the model portfolios or (iii) any security in particular. Only an investor and their financial advisor know enough about their circumstances to make an investment decision.

Carefully consider the James Alpha Funds within the model portfolios' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting  https://www.jamesalphaadvisors.com/prospectuses. Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.

The Alpha Peak Model Portfolios are provided for illustrative and educational purposes only, do not constitute research, investment advice or a fiduciary investment recommendation from James Alpha to any client of a third party financial advisor (each, a “Financial Advisor”), and are intended for use only by such Financial Advisor as a resource to help build a portfolio or as an input in the development of investment advice from such Financial Advisor to its own clients and shall not be the sole or primary basis for such Financial Advisor’s recommendation and/or decision. The Alpha Peak Model Portfolios themselves are not funds.

There is no guarantee that this investment strategy will achieve its objectives, goals, generate positive returns, or avoid losses. Liquidity and/or diversification does not ensure profit or protect against loss.

Incorporating alternative investments into a portfolio presents the opportunity for significant losses including in some cases, losses which exceed the principal amount invested. Also, some alternative investments have experienced periods of extreme volatility and in general, are not suitable for all investors. Asset allocation and diversification strategies do not ensure profit or protect against loss in declining markets.

Not FDIC Insured • May Lose Value • Not Bank Guaranteed

IMPORTANT

The Alpha Peak Portfolios include investment funds and strategies managed by James Alpha Advisors. You should also familiarize yourself with these funds here.

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