Our distinct approach combines the return potential of equity markets with the risk mitigation power of options for hedging.
Derivative Income
Our ‘active-active’ approach combines active stock selection with active options strategies to seek income and growth of capital.
Options Overlays
For more specific situations, our custom overlay solutions can be tailored to meet investor needs and objectives.
Time-Tested Options Strategies for Growth, Income, 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 options-based investment line-up features expertly built strategies to meet investor goals including growth of capital, risk mitigation, income generation, and tax efficiency.
Why Now?
Put Cash to Work
Increase client growth potential to outperform cash, while mitigating investment timing risk.
Remain Invested Through Cycles
Help clients stay the course
through turbulent times by reducing volatility and drawdown risk, without
capping upside participation.
Tax-Friendly Strategy
Components of the strategies allow for opportunities to carry forward losses, for preferential tax treatment, or avoidance of unnecessary tax implications.
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