WHO IS INVEST IN VOL?
Invest in Vol (IIV) is an SEC Registered Investment Adviser (RIA) with a team of financial professionals dedicated to volatility investing. We advise and manage investments for hedge funds, advisors, family offices, and individuals. We offer advisory services and Separately Managed Accounts (SMAs) to our clients.
WHAT IS AN SMA?
An SMA is a Separately Manage Account held at your brokerage firm, in your name, and under your control. SMAs offer some distinct advantages to investors including easy access, full transparency, liquidity, and direct ownership. Our SMAs are available to nearly all investors, and funds can be added and withdrawn at any time with no lockup period. To open an account, simply click on the ‘Open Account' tab at the top of the page or contact your Investment Adviser to manage the process for you.
WHO CAN INVEST?
Invest In Vol offers Separately Managed Accounts (SMAs) to individual investors, funds, family offices, and advisors.
Invest In Vol offers volatility SMAs directly to individual investors in all US states and across the globe. We typically require a minimum investment of $100,000 and all account types including retirement accounts are accommodated. Account opening is simple and can be done fully electronically thorough the ‘Open Account' button at the top of the page.
Funds and Family Offices
Invest In Vol offers both SMAs and sub-advisory services to hedge funds, mutual funds, exchange traded funds, and Family Offices who require a turn-key volatility strategy, or looking to diversify their own strategies with one of ours.
Invest In Vol offers SMAs to other advisors looking for specialist volatility trading knowledge and experience. Through a fee sharing agreement we can act as a money manager to you and give your clients access to our professional traders and strategists. All assets are held with our third-party custodians Interactive Brokers and TD Ameritrade.
WHY INVEST WITH US?
Alternative assets offer investors an important source of investment diversification. With interest in the VIX® and VIX® derivatives growing exponentially, some investors have felt unequipped to successfully implement a volatility strategy within their portfolios. At IIV, we help bridge that gap by educating clients and their advisors on how Volatility Risk Premium can be integrated into your portfolio to improve risk adjusted returns. Our Separately Managed Accounts offer access to volatility strategies previously exclusive to hedge funds and institutions.
HOW DOES THE BALANCED VOLATILITY STRATEGY DIFFER?
Returns from volatility investing can be volatile. While individual products and strategies can deliver positive returns in the long run, drawdowns in the short run can make an otherwise good long term investment unpalatable to some investors. Our Balanced Volatility Strategy works to mitigate some of these drawdowns by diversifying its investments across a series of volatility strategies constructed by a diverse group of strategists with low correlation to one another - effectively applying Harry Markowitz’s diversification theory to volatility investing.
Our strategists all concentrate on various volatility factors and further diversify across term structures, volatility products, and geographies to create one investable volatility solution for you.
HOW SHOULD VOLATILITY INVESTING BE INCORPORATED INTO EXISTING PORTFOLIOS?
In one of the first pieces of analytical research in volatility investing, Tony Cooper found in his 2013 paper that a 10% allocation to a volatility strategy - in a portfolio of 55% equities and 35% bonds - was optimal for boosting performance, while diversifying risk and limiting possible drawdowns. At IIV, we agree with Cooper’s findings, but recognize that, as Cooper put it, ‘more aggressive equity investors may wish to increase the volatility proportion even higher.’
HOW LONG DOES IT TAKE TO OPEN AN ACCOUNT AND HOW MUCH DOES IT COST?
An account can be opened in minutes and costs nothing to open. We charge either an annual 3% management fee or a 20% performance fee for our services. The 20% performance fee is only available to accredited investors as defined by the SEC.