Returns over the next decade are likely to be starkly different than the returns investors enjoyed over the last 10 years. Historically stretched equity valuations and record low interest rates will prove to be a challenge in the years ahead. During previous low return periods, like we saw during the “lost decade” of 2000 – 2012, investors can improve returns by utilizing option income strategies to enhance their traditional equity exposure.
The Last Decade vs. The Next Decade
Historically Low Interest Rates
Historically High Equity Valuations
Unprecedented Monetary Policy
Improving Investor Outcomes in a Low Return Environment
Reza Zamani is a Founding Partner and CEO of SteelPeak Wealth. Reza has specialized in investment advisory and financial planning to meet the specific needs of ultra-high net worth clients, with over 20 years of industry experience. SteelPeak Wealth represents the culmination of an approach combining responsible fiduciary services, excellent client service and innovative thinking.
Reza received his bachelor’s degree in Business Economics with a minor in Sports Management from the University of California at Santa Barbara, where he played NCAA Division I soccer. He believes his history as a high-level athlete prepared him well for the process of building a team that is enthusiastic, passionate and hard-working. He also graduated from UCLA’s Management Development Program at the Anderson School of Management. Reza is an Accredited Investment Fiduciary and holds the Certified Portfolio Manager, CPM®, designation from Columbia University and the Academy of Certified Portfolio Managers. In addition, he is accredited as a Certified Fund Specialist, CFS®, and Certified Annuity Specialist, CAS®.
Reza spent the first 13 years of his career at two major Wall Street firms. He served as a Senior Vice President at UBS and Senior Portfolio Director at Morgan Stanley before forming SteelPeak Wealth in 2012. During his early years with major Wall Street firms, he always envisioned an independent advisory firm dedicated to providing a higher level of value and exceptional service to clients. Today, Reza’s vision of a talented team of advisors and management providing distinguished fiduciary services to clients has come to fruition in SteelPeak Wealth. SteelPeak Wealth represents Reza’s ideals of innovation, tenacity and client empathy.
Steel Peak Wealth Management, LLC (“Steel Peak”), an SEC registered investment adviser located in California, is providing this presentation for informational purposes only. There is no guarantee that any views, projections and/or opinions expressed herein will come to pass. Investing in the stock market involves the potential for gains and the risk of loss. Information presented herein is subject to change without notice. Steel Peak may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. This presentation should not be construed by any consumer and/or prospective client as Steel Peak’s rendering of personalized investment advice. Any subsequent, direct communication by Steel Peak with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Steel Peak, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of Steel Peak’s current written disclosure brochure discussing Steel Peak’s business operations, services, and fees is available from Steel Peak upon written request.
