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Delivering Options Strategies for long-term investors seeking growth and risk management.
As an innovative asset manager specializing in options strategies, we’ve been helping investors navigate uncertainty to achieve their long-term goals since 1997.
Our distinct hedged equity approach combines the return potential of equity markets with the risk mitigation power of options for hedging. Our options-based enhanced dividend income approach combines active stock selection with active options strategies to seek income and growth of capital. For more specific situations, our option overlay solutions can be tailored to meet investor needs and objectives.
Dedicated to Helping Investors Grow and Protect Wealth
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.
– Insights & More –
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.
– Timely Articles for Investors –