
Unlocking Value: A No-Capital Commitment Strategy for Savvy Investors
In the ever-evolving world of investment, strategies that maximise returns without demanding additional capital are the holy grail for savvy investors.
Elite Wealth Management offers an innovative approach that allows you to utilise your existing assets as collateral, ensuring that your capital remains uncommitted and at your disposal.

One of the standout features of this strategy is that clients maintain full control over their existing asset allocation. This means you can continue to manage your portfolio as you see fit, without any disruptions or constraints imposed by the strategy.
Entrepreneurs and ultra-high-net-worth individuals often have substantial portfolios of stocks and shares, which are usually left alone with minimal monitoring or management. Elite Wealth Management’s strategy lets you earn extra returns on your existing assets without needing to invest new or additional capital.
This approach is ideal for investors seeking absolute returns with low correlation to equity markets. In other words, it’s a perfect fit for those looking to diversify and reduce their market risk while generating additional yield from their existing portfolio.
Imagine boosting your returns without changing your asset allocation or committing extra capital. This strategy makes it possible, offering a smart and efficient way to enhance your investment outcomes in today’s complex financial landscape.
The option overlay strategy takes advantage of quirks in the S&P 500, similar to how insurance companies manage risks. It consistently profits from the difference between expected and actual market volatility.

There are usually more buyers than sellers in the S&P 500 options market, creating an imbalance that increases demand and prices.
This strategy is very flexible and can be added to your existing stocks, bonds, or cash investments to boost returns. It doesn’t need extra money since it uses your current assets as collateral. You stay in control of your investments, making it perfect for those looking for steady returns without relying too much on the stock market.
The Dynamic Options Overlay strategy can make money in good, flat, or bad markets, especially when there is a lot of market movement. It works best when added to a long-term investment portfolio to improve performance. Each week, puts are sold below the expected trading range of the S&P 500 ETF/Index. Most of these puts expire in 1 to 2 months. After they expire, the profits from selling the puts are earned, and new puts are sold to generate more profits. The strategy aims to add an extra 3-6% return on top of your existing portfolio.
When comparing our competitors’ performance to ours and evaluating our strategy, we have consistently achieved strong performance and built a robust track record.
The Dynamic Option Overlay Strategy is easily accessible and can be added on to your existing investments or cash to increase returns.
For example, consider a portfolio that only holds the S&P 500 ETF (SPY). The graph below shows how this portfolio would have performed since December 2015 by using the Dynamic Option Overlay Strategy on top of a 100% SPY portfolio. This approach generates substantial extra returns, or “Alpha,” compared to the overall market.

Since 2004, Elite Wealth Management has offered a highly unorthodox way to invest with a no-capital commitment strategy.
“It’s not surprising, but many high-net-worth individuals often have wealth tied up in non-liquid assets. Instead of holding physical cash in banks, they typically invest in corporate shares, bonds, and various stocks like Apple and Tesla through trading or brokerage platforms. The value of these investments fluctuates, and they may receive dividends annually.
Additionally, top executives often receive stock options as bonuses or part of severance packages, which they may hold onto for the long term without immediate need for access.
I first encountered a strategy like this with Parametric, a Morgan Stanley company, where clients can enhance their returns by wrapping a strategy around their existing investments, generating additional returns without needing to liquidate their holdings.
A true example of making your money work harder. This innovative approach to wealth management is both unique and appealing,” – says Ali Rakib.

Why would someone choose Elite Wealth Management over the mentioned Morgan Stanley?
“For several reasons, Parametric outsources this business to Morgan Stanley, imposing a minimum investment requirement of one million dollars upfront. Some clients may feel hesitant about committing such a large sum immediately; they prefer starting with a smaller amount to test the waters and gauge how the strategy performs and feels.
In contrast, Elite Wealth Management offers a lower minimum entry size of $100,000, allowing clients to initiate with a smaller investment and gradually scale up as they become more comfortable.
Secondly, when seeking private equity or venture capital funding, for example, founders are often asked how much of their own money they’ve invested in the business. Investors want to see that you have skin in the game. We have over 30% of our personal funds invested, showing our strong commitment to the firm’s success.
As a boutique firm, we take pride in historically achieving strong performance, especially during years with negative returns. When comparing our track record with that of our competitors, our strategy consistently demonstrates robust performance, outperforming even the returns offered by Morgan Stanley.”
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