Belmont Capital Group

Belmont Capital Group is a SEC-registered investment adviser specializing in providing continuous advice through specialized options strategies for various client types, including individuals, high-net-worth individuals, family offices, wealth advisory firms, institutional clients, and Registered Investment Companies. The firm has been in operation since 2010 and is co-owned by Daniel Beckwith and Stephen Solaka. Their investment management services include Index Spread Writing, Low Volatility ETF Strategies, Custom Solutions, and Index Solutions, tailored to each investor's profile. Belmont utilizes options strategies such as covered call and collar strategies, as well as systematic processes for writing S&P 500 Index option call spreads and put spreads. The firm offers sub-advisory services and does not sponsor wrap fee programs. Additionally, Belmont provides investment advisory services to the Belmont Theta Income Fund, a registered investment company. The firm charges annual investment management fees ranging from 0.65% to 1.00% based on the type of strategy employed. Clients have investment discretion, and the firm reviews accounts quarterly. Belmont does not charge performance-based fees and requires minimum account sizes for various strategies. The firm's principals, Stephen Solaka and Daniel Beckwith, have extensive financial market experience and educational backgrounds in finance. The firm's Chief Compliance Officer, Stephen Remboski, oversees compliance with regulatory requirements.