Our Investment Strategies
At RollingWave Capital, we blend time-tested strategies with tactical precision. Our portfolios are custom-built using a mix of equities, options, fixed income, and ETFs—designed to manage risk, capture opportunity, and align with your unique objectives.
While most advisors preach diversification, we believe hyper-diversification often leads to underperformance. We aim to build conviction-driven portfolios that are smart, strategic, and built to outperform—not portfolios that simply check boxes.
AI-Powered Portfolio Strategy
Our approach combines fundamental insight, technical analysis, and a proprietary AI model trained to detect market inefficiencies and short-term catalysts. Unlike generic models used by many advisors, our AI helps us identify high-conviction opportunities and make data-informed decisions that evolve with the market.
Equities & ETFs
Core equity allocations tailored to sector, style, or thematic opportunities, combined with ETFs for broad market exposure and liquidity flexibility.
Options Strategies
Targeted option overlays to enhance income, mitigate downside, or tactically adjust risk—always calibrated to your unique goals.
Fixed Income & Bonds
Core and satellite fixed income positions designed for income, stability, and balance—adaptable as rates and markets evolve.
Customized Allocations
Every client is different—your portfolio should be too. We don’t recycle models or outsource decisions. Instead, we craft hyper-personalized allocations from scratch, taking into account your liquidity needs, tax profile, risk tolerance, and long-term goals. This is where the real value is unlocked.
Why Our Strategy Matters
Most portfolios are built with outdated assumptions or cookie-cutter models. We actively manage, rotate, and rebalance—informed by fundamentals, volatility, and macro context—rather than blindly “buy and hold.” This dynamic approach allows us to pursue upside while defending against downside in real time.