Omega Liquid Alts
Strategies SMA
A liquid alternatives allocation to elevate advisor portfolios
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​​Separately Managed Account Structure on AlignedOne
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Account Minimum: $25,000
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Valuation and Redemption Frequency: Daily
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Portfolio Management Fee: 45 basis points
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Portfolio Manager: Steven Adang, CFA, CAIA (Anchor Pacific Investments of ACPI)
Operational
The Omega Liquid Alts Strategies SMA (OLAS) is a specialized portfolio invested across 10 to 15 uncorrelated alternative investment strategies with the goal of generating positive absolute returns independent of equity, credit, interest rates and other major risk factors. It is intended as an enhancement to traditional asset allocations through the lowering of portfolio volatility and other downside risk metrics while maintaining an acceptable overall portfolio return.
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Managers are reviewed quarterly and the portfolio will rebalance annually. All strategies are available as a prospectus-based mutual fund or ETF with daily liquidity.