Klocke Capital Group strives to preserve our clients' capital while delivering robust,
asymmetric investment returns during various market cycles.
The Enhanced ETF strategy capitalizes on the cost and tax efficiency, diversification benefits,
and superior performance profile of Exchange Traded Funds. Our ETF portfolios achieve
broad diversification across various asset classes with minimal cost. Using a unique options
overlay strategy, we are able to enhance current income, mute volatility, and create a
significant downside buffer for our ETF portfolios. Additionally, our Enhanced ETF portfolios
may hold large cap, dividend producing equities.
Convertible securities are interest bearing, hybrid securities that participate in equity
upswings while enjoying bond-like yields that protect against falling markets. Convertibles
deliver asymmetric returns; they tend to enjoy two thirds of the gains generated by a broad
market advance while experiencing only one third of market declines. Klocke Capital Group
specializes in constructing diversified portfolios of high yielding, risk averse convertible securities.