Investment decisions driven by your interests and objectives.
 
Get Your FREE Portfolio Analysis
 

Investment decisions driven by your interests and objectives.
 
Get Your FREE Portfolio Analysis

GAMMA provides personalized service to institutional and private clients. We are an independent advisor whose investment decisions are driven by your interests and objectives. This statement means:

GAMMA provides personalized service to institutional and private clients. We’re an independent advisor whose investment decisions are driven by your interest and objectives. This statement means:

We will tailor a portfolio for you that is not driven by commissions and fees.

GAMMA is on the buy side, not the sell side in the investment industry.

We do not limit ourselves to one investment strategy.

The positions GAMMA manages may be a diversifier to long-only trading strategies.

We are not limited by third parties—we are truly independent.

This allows GAMMA to look at any security type and combination as a value-added opportunity for you.

We will tailor a portfolio for you that is not driven by commissions and fees.

GAMMA is on the buy side, not the sell side in the investment industry.

We do not limit ourselves to one investment strategy.

The positions GAMMA manages may be a diversifier to long-only trading strategies.

We are not limited by third parties—we are truly independent.

This allows GAMMA to look at any security type and combination as a value-added opportunity for you.

Our Investment Process

We tailor traditional or protected portfolio structures to meet your goals.

GAMMA’s Bottom Up Investment Process typically combines core, “traditional” equity and fixed-income securities (especially for those investors that want a tailored “plain vanilla” portfolio).

For sophisticated investors, we can also add bona-fide option hedges on the underlying “traditional” equity and fixed-income securities. Such a dynamic asset allocation creates the opportunity to not only make money as markets rally but also to protect against some of the downside risk. Such security combinations also provide tax advantages and may lead to efficient portfolio structures for managing gains/losses and resulting tax payments.

Why invest with us?

Because GAMMA’s disciplined investment strategies seek to provide the following attributes:

  • Limited downside risk
  • Asymmetrical return patterns
  • Efficient management of gains/losses between combined securities (not just long-only holdings)
  • Tailored, protected portfolio structures that allow you to stay invested without market timing

We tailor traditional or protected portfolio structures to meet your goals.

GAMMA’s Bottom Up Investment Process typically combines core, “traditional” equity and fixed-income securities (especially for those investors that want a tailored “plain vanilla” portfolio).

For sophisticated investors, we can also add bona-fide option hedges on the underlying “traditional” equity and fixed-income securities. Such a dynamic asset allocation creates the opportunity to not only make money as markets rally but also to protect against some of the downside risk. Such security combinations also provide tax advantages and may lead to efficient portfolio structures for managing gains/losses and resulting tax payments.

Why invest with us?

Because GAMMA’s disciplined investment strategies seek to provide the following attributes:

  • Limited downside risk
  • Asymmetrical return patterns
  • Efficient management of gains/losses between combined securities (not just long-only holdings)
  • Tailored, protected portfolio structures that allow you to stay invested without market timing

Let's Talk

GAMMA’s portfolio management expertise has demonstrated top-ranked performance over the past 30 years in multiple asset classes.

GAMMA’s portfolio management expertise has demonstrated top-ranked performance over the past 30 years in multiple asset classes.

If you would like to get a sense of our capabilities, we offer a Free Analysis of your current investments. We would also be delighted to work with your current advisor, Trust administrator, attorney or CPA.

We are also open to partnerships with financial firms who may not have the resources to create personalized, protected portfolios with asymmetrical return patterns.
 

If you would like to get a sense of our capabilities, we offer a Free Analysis of your current investments. We would also be delighted to work with your current advisor, Trust administrator, attorney or CPA.

If you would like to get a sense of our capabilities, we offer a Free Analysis of your current investments. We would also be delighted to work with your current adviser, Trust administrator, attorney or CPA.