Where Smart Money Becomes Brilliant
Options-based strategies designed to improve capital efficiency and optimize portfolio structure.
Arin Risk Advisors, LLC is an SEC-registered investment adviser serving fiduciaries, family offices, institutional investors, and qualified clients. Nothing herein constitutes individualized investment advice or a recommendation to buy or sell any security.
Where Smart Money Becomes Brilliant
Options-based strategies designed to improve capital efficiency and optimize portfolio structure.
Portfolio Liquidity Strategies
Portfolio Liquidity Strategies
Sponsored ETFs
Developed by the team behind Cboe: BOXX and Cboe: CAOS. Options-based overlays designed to improve capital efficiency and optimize portfolio structure, without disrupting core allocations. Strategies that may include:
- Portfolio overlays
- Income and yield enhancement
- Opportunistic derivatives strategies
Sub-Advised ETFs
Specialized derivatives execution and ongoing strategy support across a range of ETF mandates, backed by decades of options market experience as a dedicated sub-adviser. Capabilities may include:
- Beta replication and swaps
- Synthetic exposures
- Volatility overlays
Sub-advisory SMAs
Customized options-based strategies structured and implemented within separately managed accounts, designed around each client’s specific objectives and risk profile. Use cases may include:
- Securities-based lending alternatives
- Concentrated position management
- Derivatives execution and overlays
Sponsored ETFs
Developed by the team behind Cboe: BOXX and Cboe: CAOS. Options-based overlays designed to improve capital efficiency and optimize portfolio structure, without disrupting core allocations. Strategies that may include:
- Portfolio overlays
- Income and yield enhancement
- Opportunistic derivatives strategies
Sub-Advised ETFs
Specialized derivatives execution and ongoing strategy support across a range of ETF mandates, backed by decades of options market experience as a dedicated sub-adviser. Capabilities may include:
- Beta replication and swaps
- Synthetic exposures
- Volatility overlays
Sub-advisory SMAs
Customized options-based strategies structured and implemented within separately manage d accounts, designed around each client’s specific objectives and risk profile. Use cases may include:
- Securities-based lending alternatives
- Concentrated position management
- Derivatives execution and overlays
Arin by the Numbers
20+
years structuring options-based strategies
$500M
Assets Under Management
3K
Clients served
Arin by the Numbers
20+
years structuring options-based strategies
$500M
Assets Under Management
3K
Clients served
Why Arin
Portfolio Efficiency
Options-based strategies designed to improve capital efficiency and integrate borrowing decisions within the broader portfolio context.
Structured Borrowing
Market-based structures designed to provide full transparency, fungibility, and competitive pricing across portfolio-backed decisions.
Implementation Discipline
Defined processes and systems optimized for execution, monitoring, and ongoing management of derivatives strategies.
Evaluate Borrowing Efficiency
Compare how different borrowing approaches may impact cost under current market conditions. For illustrative purposes only. Results may vary based on loan structure and individual circumstances.
Important Assumptions: Illustrative estimates only. Actual borrowing capacity, rates, and collateral treatment vary by broker, custodian, underwriting standards, account terms, and market conditions. Nothing herein constitutes an offer, recommendation, or individualized investment advice.
Get in touch
Call us (610) 822-3400
Joseph DeSipio
Portfolio Strategy
Lawrence Lempert
Trading & Execution
Kim Rosenthal
Compliance & Operations
Direct Line
Direct access to our advisory team.
Personal attention
Dedicated point of contact
Schedule a meeting
Connect with an advisor at a time that works for you.
Personal attention
Structured conversationCall us (610) 822-3400
Joseph DeSipio
Portfolio Strategy
Lawrence Lempert
Trading & Execution
Kim Rosenthal
Compliance & Operations
Direct Line
Direct access to our advisory team.
Personal attention
Dedicated point of contact Schedule a meeting
Connect with an advisor at a time that works for you.
Personal attention
Structured conversationNever Miss an Insight
Receive research and market insights from Arin Risk Advisors.
