Our Approach to Investing

Arin believes active and passive volatility management is an essential aspect of successful investment management.

Through understanding and employing the volatility of a portfolio Arin can help clients mitigate risk, and achieve improved risk adjusted returns and enhanced yields.

Arin works with fiduciaries and asset managers as an independent separate account manager or sub-advisor to educate clients and investment professionals on using volatility as an asset in order to achieve their investment objectives.

Through Arin’s sophisticated trading techniques, advisors and investors receive finely tuned proprietary algorithms for executing and reporting innovative strategies that are designed to augment and protect the value of their holdings.

Separately Managed Accounts- Strategies Offered

  • Securities Based Lending via Yield Hawk

    Yield Hawk offers a competitive financing alternative for clients through actively managed positions in exchange traded options.

  • Customized Option Overlay

    Arin seeks to create a differentiated source of return for many investors.

  • Multi-Direction Trading (Dynamic Hedge)

    For clients who seek to protect their portfolio or asset from a decline in market value, Arin may construct any number of trades to reduce or offset the downside risk of retaining a portfolio or asset.

  • Single Direction Overlay

    Theta seeks to enhance relative return of portfolios benchmarked to any number of Broad Market Composite or “BMC” (e.g. S&P 500 Stock Index, EAFE, REITs, etc.)

  • General Portfolio Management

    Arin's General Portfolio Management strategy enables you to work with us to build a portfolio intended to meet your investment goals. We meet with you, collect information, create an asset allocation plan, and then select securities.

  • Vega Ex

    VegaEx Strategy ("VegaEx") is an actively managed, opportunistic investment program seeking to optimize various volatility or other arbitrage style trading strategies and periodically employs other tactical trading strategies (e.g. dividend capture, merger arbitrage, etc.).

  • Bespoke

    Arin will assist in targeted trade design and ongoing management to meet a specific client’s needs in a manner consistent with the client’s risk tolerance and qualification.

  • Enterprise Risk Management

    ERM is a firm-level risk management solution. ERM seeks to protect a fee based advisory firm/family office/bank trust department’s revenue and financial flexibility in times of adverse market conditions or elevated capital market volatility. ERM is available to investment advisors, bank trust departments and other fee-based entities.