Arin Risk Advisors, LLC Launches Arin's Large Cap Active Core Plus SMA in Partnership with Logan Capital Management, Inc.
Conshohocken, PA, June 22, 2012 --(PR.com)-- Arin Risk Advisors, LLC (“Arin”), a fee-only, SEC-registered investment advisor, providing options overlay and volatility management services, is pleased to announce that Logan Capital Management, Inc. (“Logan”) has agreed to act as a sub-advisor for its newly created Arin Large Cap Active Core Plus strategy ("ALAC+") for separately managed accounts (“SMA”).
ALAC+ offers investors the potential to generate Alpha or excess return from two distinct sources: Logan's Stock Selection and Arin's Volatility Management. Logan will recommend the equity security selection and portfolio weights for the portfolio. Arin will select the options to buy or sell as well as manage the process of sizing the Delta (setting the relative risk exposure of the options based on changes in the value of the underlying equity securities).
Arin's Chief Investment Strategist explains the strategy as: "ALAC+ is well beyond the often used Buy-Write approach (buying underlying shares and selling related options). ALAC+ enables our traders with a choice in how to replicate the long positions using the cash market, the options' market and more likely a blend of both. Arin's 'True Vol' enables us to compare the relative price of volatility and trigger a volatility buy or sell signal. We then take those signals and replicate the underlying holdings Logan provides. This flexibility keeps us open to the opportunity set on both the buy and sell sides of the volatility market."
Arin’s Trading Director, Larry Lempert pointed out "Arin was formed to provide strategy enhancements like this. Having experienced options market makers work on behalf of investors levels the playing field for our clients. Since Arin is a fiduciary, investors can be confident their interests are being placed first when entering the option's market. Logan’s record of providing value in the actively managed large cap space is now expanded into include a differentiated source of alpha. Arin continues to find new ways asset managers and client-focused advisors can serve their client's investment needs. Many investors used to think of Delta Management as purely an options' trader concern. Now, delta and volatility management are fair game for all investors."
Arin will begin offering ALAC+ as an SMA with a target minimum account size is $3.5 million. This funding level permits full flexibility in trade implementation. Account inquiries should be directed to John Roman at 610-822-3400 or jroman@arinllc.com.
SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio.
About Arin Risk Advisors, LLC
Arin works with fellow fiduciaries such as trust companies, registered investment advisors, and family offices. Arin serves as an independent resource to educate clients and portfolio managers on investment methods that are designed to enhance risk-adjusted returns and offer portfolio protection. For additional information, please visit www.arinllc.com
About Logan Capital Management
Logan Capital Management, Inc. is a privately owned investment advisory firm offering customized portfolio management to institutional and private investors. Since inception, Logan Capital has grown in assets under management to $2.0 billion as of March 31, 2012. Clients include insurance companies, charitable institutions, retirement plans and private investors. For additional information, please visit www.logancapital.com.
ALAC+ offers investors the potential to generate Alpha or excess return from two distinct sources: Logan's Stock Selection and Arin's Volatility Management. Logan will recommend the equity security selection and portfolio weights for the portfolio. Arin will select the options to buy or sell as well as manage the process of sizing the Delta (setting the relative risk exposure of the options based on changes in the value of the underlying equity securities).
Arin's Chief Investment Strategist explains the strategy as: "ALAC+ is well beyond the often used Buy-Write approach (buying underlying shares and selling related options). ALAC+ enables our traders with a choice in how to replicate the long positions using the cash market, the options' market and more likely a blend of both. Arin's 'True Vol' enables us to compare the relative price of volatility and trigger a volatility buy or sell signal. We then take those signals and replicate the underlying holdings Logan provides. This flexibility keeps us open to the opportunity set on both the buy and sell sides of the volatility market."
Arin’s Trading Director, Larry Lempert pointed out "Arin was formed to provide strategy enhancements like this. Having experienced options market makers work on behalf of investors levels the playing field for our clients. Since Arin is a fiduciary, investors can be confident their interests are being placed first when entering the option's market. Logan’s record of providing value in the actively managed large cap space is now expanded into include a differentiated source of alpha. Arin continues to find new ways asset managers and client-focused advisors can serve their client's investment needs. Many investors used to think of Delta Management as purely an options' trader concern. Now, delta and volatility management are fair game for all investors."
Arin will begin offering ALAC+ as an SMA with a target minimum account size is $3.5 million. This funding level permits full flexibility in trade implementation. Account inquiries should be directed to John Roman at 610-822-3400 or jroman@arinllc.com.
SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio.
About Arin Risk Advisors, LLC
Arin works with fellow fiduciaries such as trust companies, registered investment advisors, and family offices. Arin serves as an independent resource to educate clients and portfolio managers on investment methods that are designed to enhance risk-adjusted returns and offer portfolio protection. For additional information, please visit www.arinllc.com
About Logan Capital Management
Logan Capital Management, Inc. is a privately owned investment advisory firm offering customized portfolio management to institutional and private investors. Since inception, Logan Capital has grown in assets under management to $2.0 billion as of March 31, 2012. Clients include insurance companies, charitable institutions, retirement plans and private investors. For additional information, please visit www.logancapital.com.
Contact
Arin Risk Advisors, LLC
John Roman
610-822-3400
www.arinllc.com
John Roman
610-822-3400
www.arinllc.com
Contact
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