Dan Cupkovic, Director of Investments, ARGI Investment Services met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s approach to smart beta and other investment strategies.
ARGI, ranked #9 on RIA Channel’s Top 100 RIA ETF Power User List, manages nearly $1.5 billion in ETF assets. ARGI is a comprehensive wealth firm that offers a wide range of planning services and creative investment strategies.
Known for being early movers in the smart beta space, ARGI was also behind the index for Amplify’s recently launched ETF, SWAN. “The idea was to put 90% in treasury bonds, and take the other 10% and put it in home run money,” explains Cupkovic. They use SPY LEAP Options in the form of in-the-money calls to do just that.