Where Smart Money Becomes Brilliant
Options-based strategies designed to improve capital efficiency and optimize portfolio structure.
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.
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.
Portfolio Liquidity Strategies
Arin works with fiduciaries, RIAs, fiduciaries, family offices, and institutional investors on portfolio liquidity, concentrated positions, downside protection, yield enhancement, and institutional portfolio implementation.
Explore our capabilities
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 at a glance
Since 2009
Independent advisory
SEC RIA
Registered adviser
4 ETFs
Plus 1 private fund
Why Arin
Portfolio Efficiency
Options-based strategies designed to improve capital efficiency and integrate borrowing decisions within the broader portfolio context.
Structured Liquidity
Market-based structures designed to provide full transparency, fungibility, and competitive pricing across portfolio-backed decisions.
Pricing reflects listed options market conditions, not a lender’s negotiated terms. Clients can observe and verify the implied financing rate at execution
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 affect financing costs under current market conditions. This educational tool illustrates how SPX box spread borrowing compares with other common portfolio lending approaches using consistent assumptions. Results are for illustrative purposes only and do not represent a recommendation or financing offer.
Important Assumptions: Illustrative estimates only. Financing costs, borrowing capacity, collateral treatment, and available terms vary by broker, custodian, account type, and market conditions. Box spread borrowing rates generally move with prevailing SOFR market conditions. Nothing herein constitutes an offer, recommendation, or individualized investment advice.
Considering a portfolio liquidity strategy?
Arin Risk Advisors created BoxRefi, an educational resource designed to help RIAs and fiduciaries review SPX box spread borrowing considerations, collateral implications, and implementation context.
Get in touch
What to expect
Every engagement begins with understanding the client's objectives, account structure, and portfolio context before any strategy is evaluated. The process then moves through strategy evaluation, onboarding, implementation, and ongoing support as appropriate.
Client assets remain at their existing custodian, and Arin Risk Advisers does not take custody of client assets.
Direct Line
For specific questions or follow-up needs, send a note to the Arin team about portfolio strategies, documentation, compliance, or general firm inquiries.
Quick questions
Written follow-up
Schedule a meeting
For portfolio-specific conversations, book time to discuss client objectives, liquidity needs, risk exposure, account structure, or implementation considerations.
Strategy discussion
Client scenarios
Call us (610) 822-3400
What to expect
Every engagement begins with understanding the client's objectives, account structure, and portfolio context before any strategy is evaluated. The process then moves through strategy evaluation, onboarding, implementation, and ongoing support as appropriate.
Client assets remain at their existing custodian, and Arin Risk Advisers does not take custody of client assets.
Portfolio Strategy
Trading & Execution
Compliance & Operations
Direct Line
For specific questions or follow-up needs, send a note to the Arin team about portfolio strategies, documentation, compliance, or general firm inquiries.
Quick questions
Written follow-up Schedule a meeting
For portfolio-specific conversations, book time to discuss client objectives, liquidity needs, risk exposure, account structure, or implementation considerations.
Strategy discussion
Client scenariosStay Ahead of the Conversation
Receive educational perspectives on portfolio liquidity, collateral efficiency, options strategies, and institutional implementation.
