The Conservative Enhanced ETF strategy seeks to achieve maximum downside protection by selling “deep in the money” covered call options against our underlying ETF and equity holdings. This strategy is suited for income-oriented investors seeking maximum downside protection and little to no volatility.

The Moderate Enhanced ETF strategy seeks to achieve significant downside protection while generating current income and allowing for a degree of capital appreciation by selling “at the money” covered call options and “out of the money” put options against our underlying ETF, equity & money market holdings. This strategy is suited for investors seeking income and a degree of downside protection with the potential for meaningful capital appreciation.

The Aggressive Enhanced ETF strategy offers a minimal degree of downside protection while allowing for the greatest potential for capital appreciation. The Aggressive Enhanced ETF strategy will sell “out of the money” covered call options and “out of the money” put options against our underlying ETF, equity & money market holdings. Additionally, this strategy may employ other option selling strategies. This strategy is suited for investors seeking maximum capital appreciation potential with a healthy risk tolerance.

We diligently monitor our clients’ portfolio holdings to capture opportunities and minimize risk. Under non-discretionary investment management, trades must be discussed with and approved by clients before execution.

The Core Equity Income strategy seeks to manage risk, generate income, and mitigate tax incursions for investors who own concentrated equity positions. The hedging techniques employed in the Core Equity Income strategy help protect concentrated positions of stock while enhancing capital gains preservation and working within the confines of legal restrictions concerning insider sales.

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.