Arin Risk Advisors offers investment advisory services, primarily options overlay and volatility management. They work with other advisory firms and a limited number of individual investors. Arin uses options and other derivatives to enhance portfolio construction and investment management. They customize strategies for each account and may allocate trades across multiple accounts.
Assets Under Management$5B
Clients16
Advisors5
Avg. per Client$310M
Avg. per Advisor$990M
Fee Structure
Investment management only (planning not offered)
Arin Risk Advisors offers various investment management strategies with different fee structures:
- Enterprise Risk Management: 0.20% of firm-wide pre-hedge risk-weighted assets.
- Single Direction Overlays: 0.40% of the notional value of assets and/or collateral.
- General Portfolio: 0.50% to 0.80% of assets, potentially with a performance fee.
- Multi-Direction Trading: 0.60% of the notional value of assets/exposure, potentially with a performance fee.
- Customized Option Overlay: Up to 1.0% of the notional value of assets and/or collateral.
- Yield Hawk: 0.25% of cost savings and/or return enhancement, potentially with a performance fee.
- VegaEx: 1.50% of assets, plus 15% of return above a high-water mark.
- Bespoke: Up to 1.0% of enhancement above a high-water mark, potentially with a performance fee.
- Option Index Replication: 0.10% to 0.30% of the notional value of assets and/or collateral.
Fees may be negotiable. Billing is typically done in arrears based on the value of assets on the last day of the month or quarter.
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