Who We AreBelmont Capital Group™ is a SEC Registered Investment Adviser based in Los Angeles, CA. The firm provides option-enhanced portfolio management and hedging solutions to wealth advisory firms and institutions.
Portfolio Management and Hedging Solutions
- Our portfolio managers have decades of derivative portfolio management and trading experience.
- We utilize only exchange-traded instruments with high levels of liquidity and transparency.
- Our Theta Overlay Program is a unique way to generate income on existing portfolios.
- Our Low Volatility ETF Portfolios provide liquid and risk managed exposure to global equity markets.
- As of December 2020, the firm manages $661.3 million (USD) in regulatory AUM.
Portfolio ManagementOur portfolio management solutions focus on absolute returns or risk-managed exposure to global equity markets. Strategies are offered in separate accounts through major custodians, and utilize only exchange-traded instruments with high levels of liquidity.
Theta Overlay Program℠Option overlay strategy designed to generate incremental income on existing investment assets through a risk-controlled index option spread writing strategy.
U.S. Low Volatility℠A strategy for investors seeking U.S. large-cap equity returns enhanced by active covered call writing.
Global Low Volatility℠A strategy for investors who want global equity returns enhanced by active covered call writing.
Hedging SolutionsHedging Solutions are designed hedge client-specific risks on single stock positions or overall portfolios.
Customized SolutionsOur customized solutions offer the ability to hedge existing portfolios or client-specific risks. Examples include Index Option Overlay, Covered Call Writing, and Tail Risk Hedge.
Single Stock Risk ManagementFor concentrated equity holders, we offer hedging solutions to lower risk, increase yield, and manage taxes. These include Zero-Cost Collars and Covered Call Writing.
Co-founder of Belmont Capital Group, Stephen Solaka has more than 20 years of experience in equity risk management, options, and portfolio management. Prior to founding Belmont, Stephen worked as a Director at Dorchester Capital Advisors, an advisor at UBS Private Wealth Management, and Vice President of Equity Derivatives at TD Options. He also held equity, ETF, and index option market-making positions at Bear Wagner Specialists and Ronin Capital. Stephen was formerly a member of the Chicago Board Options Exchange, Chicago Board of Trade, and American Stock Exchange. He holds a B.A. in Finance from the Eli Broad College of Business at Michigan State University, and is frequently quoted by Barron’s, The Wall Street Journal, and Bloomberg for his knowledge regarding options and hedging.
Daniel Beckwith is a co-founder of Belmont Capital Group and is responsible for quantitative modeling, trade execution, and portfolio risk management. Daniel previously advised high-net-worth families at Wells Fargo Advisors and Merrill Lynch. He was also a senior trader at Wolverine Trading, one of the largest option market makers in the world. At Wolverine, Daniel was a member of the index option market making group, responsible for trading, risk management, and pricing of Nasdaq 100 ETF and index options. He also served as an ETF exchange specialist in the OEF product on the Chicago Board Options Exchange. Daniel holds a B.A. in Accounting from the Eli Broad College of Business at Michigan State University.
Stephen J. Remboski, CFA
Chief Compliance Officer
Stephen J. Remboski, CFA joined Belmont Capital in 2014 with more than 30 years of investment industry experience in operations, compliance, and performance reporting. Before Belmont, Steve was Vice President and Product Manager at Cairn Investment Performance Consulting, a provider of customized investment performance measurement solutions and GIPS consulting services for investment advisory firms. He also served in VP positions at Aletheia Research and Management, the Bank of New York, and Wilshire Associates. Steve is a CFA® charterholder, and is a member of the CFA Institute and the CFA Society of Los Angeles. He holds an MBA from California State University, Northridge, and a B.S. in Computer Science from Central Michigan University.
Vice President of Operations
Dylan Barlow is a Vice President of Operations at Belmont Capital Group. Dylan joined the firm in 2019 and has 9 years of investment industry experience focusing on equity derivative sales, trading and operations. Dylan began his career with Bank of America Merrill Lynch where he was a member of Delta One trading desk. His responsibilities included enhancing the desk’s trading capabilities and managing daily risk for the equity swaps business. Most recently, Dylan was responsible for marketing and distribution of Bank of America’s Delta One trading platform on the west coast. Dylan holds B.S. in Business Administration from University of North Carolina at Chapel Hill.