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INVESTMENT SERVICES
Investments
INVESTMENT SOLUTIONS
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Stocks
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Options
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Mutual Funds
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Exchange Traded Funds
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Alternative Investments
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Fixed Income Products
Retirement
Our portfolio design seeks to deliver Alpha vs. the NASDAQ Market Index or The US Technology
Sector Index (IYW). The dynamic management of this portfolio takes advantage of the markets'
Beta (volatility) via Options Overlays with a very limited and well defined risk.
The Options Overlays employed are but not limited to Covered Calls or Puts on short durations
(60-90-120-180 days). In a well pronounced volatility environment (VIX* level above 20), Calls and
Puts spread strategy may be employed aligned with the actual holdings. The Overlay Strategy
also aims to protect the principal from major market corrections and preserve gains from violent
drops.
*VIX is a Chicago Board of Option Exchange (CBOE) Index that tracks the level of market distortions and normally
inverse in correlation with market indices like the NASDQ, S&P 500 and the Dow Jones
Insurance
WHAT IS AN EXCHANGE TRADED FUND?
"An exchange traded fund (ETF) is a basket of securities that trade on an exchange, just like a stock. ETFs can contain all types of investments including stocks, commodities, or bonds; some offer U.S. only holdings, while others are international. It is a type of fund that holds multiple underlying assets, rather than only one like a stock. Because there are multiple assets within an ETF, they can be a popular choice for diversification."
Source: Investopedia
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