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 Managed 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 Our SMAs are available to nearly all investors, and funds can be added and withdrawn at any time with no lockup period.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 ‘Invest With Us' link 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 through the ‘Invest With Us' 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, 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 portfolio. 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 your Strategy differ?

Returns from volatility investing can be volatile. While individual products may deliver positive returns in the long run, drawdowns in the short run can make an otherwise appealing investment unpalatable to some investors. Our Strategy works to mitigate some of these drawdowns by analyzing a series of volatility factors.


Our Strategy is unique in its approach to volatility investing and the volatility products it employs to create an 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 what are your fees?

An account can be established in minutes and is free to open. We charge either an annual 3% management fee or a 20% performance fee. The performance fee is only available to accredited investors as defined by the SEC.

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Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Carefully consider the investment objectives, risk factors, charges and expenses before investing. Invest In Vol, LLC is the investment advisor for the separately managed accounts (SMAs) and advisory services; it provides investment advisory services to clients and does not sell securities. For a more complete description of our business, Form ADV 2A with accompanying brochures, and disclosures & definitions click here.

*The Invest in Vol Smart Vol Strategy was ranked number one in the Stock Index category, number two in the Systematic Traders category, and number two in the Short Term category BarclayHedge for 2020. Managers are ranked and nominated for awards based on quantitative data collected and analyzed by BarclayHedge for various award categories. Invest In Vol does not pay BarclayHedge for inclusion in rankings or nominations. Past account performance is not indicative of future results and individual account performance may vary. BarclayHedge makes no representation or warranty of any kind regarding the adequacy, accuracy or completeness of any information used in its rankings. No award should be construed by clients or prospective clients as a guarantee that they will experience a certain level of performance if engaged or continue to be engaged, nor should they be construed as a current or past endorsement of Invest In Vol by any of its clients. A more complete disclosure is available here: https://www.investinvol.com/disclosure.

© 2021 by Invest In Vol, LLC