Investment Strategy
Options Overlay Strategy
Add income and protection to your portfolio with targeted, risk-defined options positions.
Overview
Options can make your core holdings work harder. We layer selective options positions onto existing portfolios to pursue additional income or hedge downside risk, deploying them only when they genuinely fit a client's situation. A common example: generating income from, or cushioning, a concentrated stock position you are not ready to sell.
Suitability drives every decision. Options carry more complexity and risk than traditional investments, so implementation is tailored to each client's experience, objectives, and risk tolerance. Because these strategies carry the risk of losing capital, we make them available only to clients whose financial situation and risk tolerance can bear that risk. Every position is fully transparent and integrated into your broader financial plan. Start by understanding your risk profile with our free assessment tool.
Important: Options involve significant risk and are not appropriate for all investors. Because certain options strategies can result in losses that exceed the amount invested, we offer options overlays only to clients whose financial circumstances, objectives, and risk tolerance can bear the potential loss of capital. We implement an options strategy only when it is suitable for you, and will not do so otherwise. Please discuss your experience and risk tolerance with your advisor before participating in any options strategy.
Key Benefits
Precision tools layered onto your core portfolio for income and protection.
Extra Income from Existing Holdings
Covered calls and similar strategies turn your current positions into income-producing assets.
Downside Protection
Protective options help cushion concentrated positions and limit losses during volatile markets.
Disciplined Risk Management
Each position is sized and monitored against defined limits, with full transparency. Some strategies still carry the potential for losses that exceed the amount invested.
Suitability First
Offered only to clients whose objectives and risk tolerance can bear the potential loss of capital. Not suitable for all investors.
Contact us
Put Options to Work for You
Let’s discuss whether an options overlay fits your portfolio and risk profile.
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