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An Options-Led Alternative to Complement Traditional Portfolios
A small, deliberate allocation for individuals, RIAs, and institutions—designed to complement core stock‑bond holdings.
Who it's for:
Individuals, RIAs, Institutions, Fund-of-Funds
Options-Led Alpha, Sleeve-Simple
A compact sleeve designed to diversify traditional exposures
Objective:
20% net annual target
* see disclaimer below
Vehicle: Keystone Advantage Fund
Continuous, independent oversight. Enterprise-class controls
Strategy: KeystoneAI Strategy
Systematic, Institutional-Grade Investing. AI-Built and Out-of-Sample Validated
AI-Driven
Research, optimization, execution
via Deltaray FundPro + KAI platform
Contact Us
Risk Disclaimer
The investment products offered by Granite Capital Wealth Management can involve substantial risk and are not for every investor.
Target is hypothetical, net of fees, based on stated assumptions; not guaranteed.
Actual results vary and loss of principal is possible. Past performance is not indicative of future results.
Please click here to read our Performance and Options Trading Disclosures
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