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Delivering Options Strategies for long-term investors seeking growth and risk management.
Dedicated to Helping Investors Grow and Protect Wealth
As an innovative asset manager specializing in options strategies, we’ve been helping investors navigate uncertainty to achieve their long-term goals since 1997.
> Hedged Equity – Our distinct approach combines the return potential of equity markets with the risk mitigation power of options for hedging.
> Enhanced Dividend Income – Our ‘active-active’ approach combines active stock selection with active options strategies to seek income and growth of capital.
> Option Overlays – For more specific situations, our custom overlay solutions can be tailored to meet investor needs and objectives.
Our investment philosophy & process – built by an investor, for investors.
Access our options-based strategies in ETFs, mutual funds, separate accounts & more.
See how our various options-based strategies have performed over time.
Meet our team—leaders in hedging and options-based strategies.
Our Approach to Hedged Equity:
Markets tend to go up over time,
so we’re ALWAYS INVESTED.
Severe losses can derail investors’ goals,
so we’re ALWAYS HEDGED.
Always Invested, Always Hedged
A HEDGE IS NOT INSURANCE AGAINST LOSSES
The effectiveness of the hedge and degree of downside risk mitigation varies with market conditions. The Defined Risk Strategy can and does have periods of losses.
Our ‘Active-Active’ Approach to
Enhanced Dividend Income
ACTIVE STOCK SELECTION:
Quality growth and dividend screening
ACTIVE OPTIONS APPROACH:
Selectively writing calls on individual names
– Insights & More –