Delivering Custom Solutions to Existing Client Accounts, Regardless of Custodian, Taxable or Non-taxable Status, or Account Size

 

MANAGED OPTION OVERLAYS

Concentrated Stock Hedging
Portfolio Hedging
Index Option Call Writing
Equity Option Call Writing
CBOE S&P 500 BXM Index Replication

MANAGED OPTION STRATEGIES

Cash-Secured Put Writing
CBOE S&P 500 PUT Index Replication
Negative Duration Equity
 

No New Accounts Necessary

No Account Minimums

Built to Scale Across Investment Models

Custom Proposal Generation Pre-Allocation

Non-Disruptive to Underlying Investments

Integrated Throughout Major Custodians

Quarterly Performance Reporting and Options Attribution