Investment Masterminds

– Episode 32  –

“Portfolio Overlays for High Net Worth Investors”


Guests: Chris Hausman, CMT®, Sr. Portfolio Manager, Swan Global Investments

Jay Angotti, CFP®, Regional Director, Swan Global Investments

High Net Worth Investors often have specific portfolio demands that require an advanced level of customization. 


Please join Swan Global Investments in a discussion around creating customized portfolio overlays through the use of options.  


Key Takeaways:

  • Discover how options can be used to customize investment portfolios.
  • Learn strategies designed to generate more defined outcomes. 
  • Understand how options may be used to reduce concentrated positions while attempting better tax efficiency. 

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