Smarter Capital Strategies for Operators with Chase Thomas | Acquisition HQ Podcast

In this episode of the Acquisition HQ Podcast, we sit down with Chase Thomas, Founder, CEO, and Fund Manager at Alpha Wealth Funds, to discuss what it really takes to make your capital work harder, without taking on unnecessary risk. Chase brings over a decade of experience helping business owners, entrepreneurs, and high-net-worth families build, preserve, and grow wealth through strategic investment management. As a Certified Financial Planner, he left Fidelity to build something different: a firm obsessed with adding deep, transparent, measurable value for a select group of clients. This conversation explores: • Why idle cash in a money market is quietly costing your business • How Chase generates ~12% annual returns on the most conservative assets with same-day liquidity • The insurance company model behind options trading and why it works • How to raise capital for acquisitions without the last-minute scramble • Why liquidity is the most underrated asset in any investment portfolio • Structuring investments so you win regardless of what the market does • The "positive arbitrage" strategy for large construction projects and buyouts • How family offices and funds are using options income to stretch their capital further • Why diversification spreads risk but doesn't eliminate it • The test account approach: how to experience a strategy before fully committing • Alpha Wealth's path to $1B AUM and what's driving their growth Whether you're sitting on idle cash, raising capital for your next acquisition, or looking to de-risk your portfolio without sacrificing returns, this episode is packed with frameworks every operator and investor needs to hear. Learn more about Acquicon: https://acquicon.live/ Join the Acquisition HQ Network: https://acquisitionhq.co/ Subscribe for more conversations with founders, operators, investors, and M&A experts sharing the lessons behind building valuable businesses. Disclaimer: The views expressed in this interview are those of the speaker as of the recording date and are for informational and educational purposes only. Nothing discussed should be construed as personalized investment, legal, or tax advice or as a recommendation to buy or sell any security or investment strategy. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results. Any references to investment strategies, income objectives, or potential outcomes are illustrative and may not be achieved. Alpha Wealth Funds is an SEC-registered investment adviser. Registration does not imply any particular level of skill or training. Additional information about Alpha Wealth Funds, including Form ADV Part 2A, is available upon request or at the SEC's Investment Adviser Public Disclosure website.