Investment Strategies

Investment Strategies

Klocke Capital Group strives to preserve our clients' capital while delivering robust, asymmetric investment returns during various market cycles.

Our Enhanced ETF Strategy capitalizes on the cost and tax efficiency, diversification benefits, and superior performance profile of exchange traded funds. Our separately managed 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.

This strategy is suited for income-oriented investors seeking maximum downside protection and little to no volatility.

This strategy is suited for investors seeking income and a degree of downside protection with the potential for meaningful capital appreciation.

This strategy is suited for investors seeking maximum capital appreciation potential with a healthy risk tolerance.

The Core Equity Income strategy seeks to manage risk, generate income, and mitigate tax incursions for investors who own concentrated equity positions.

With your direction and in accordance with your individual risk/reward preferences, we assist our clients in achieving their personal financial objectives by initiating investment positions at their discretion. We diligently monitor our clients' portfolio holdings in order to capture opportunities and minimize risk. Under non-discretionary investment management, trades must be discussed with and approved by clients' prior to execution.