Rare Investment Advisor: Covered Calls & Cash-Secured Puts
Don't worry if investment terms seem esoteric! We explain strategies in simple language and with three easy charts so you can understand the powerful potential of long-term, tax-efficient, hedged investing. When we meet with you in Central Florida, in Orlando, The Villages, Tampa, etc, or even potentially in person across the United States - we will provide specific examples of how we aim to enhance your portfolio investing. Various portfolio strategies include ambitious covered calls (out-of-the-money), balanced covered calls (at-the-money), cautious cash-secured puts (CSP), and combination allocations.
#1 How We Are Different from Traditional Investment Advisors
#2 Customized Covered Calls: Superior To Covered Call Funds
#1: Greater Income
#1: Greater Income
#1: Greater Income
We extend hedged horizons from 1 month to 13-24 months, to generate greater income with more downside protection for you
#2: Tax Efficiency
#1: Greater Income
#1: Greater Income
By extending hedged investment horizons beyond 12 months we reduce your federal capital gains taxes by ~20%
#3: No Extra Fees
#1: Greater Income
#3: No Extra Fees
We save you the annual hidden fund fee of 0.35% - 1.25%
#3 Customized Covered Calls: Superior To Structured Products
#1: No Contingencies
#1: No Contingencies
#1: No Contingencies
Contingencies mean that promised income and/or protection disappear during certain market conditions
#2: No Autocall Risk
#1: No Contingencies
#1: No Contingencies
Autocall features are bank buy-back provisions that reduce your promised profit potential
#3: Superior Terms
#1: No Contingencies
#3: Superior Terms
We eliminate hidden middleman fees, which translates to better investment terms for you
#1: Rare Investing Experience
#2: Sophisticated Portfolio Construction
#2: Sophisticated Portfolio Construction
#2: Sophisticated Portfolio Construction
#2: Sophisticated Portfolio Construction
#2: Sophisticated Portfolio Construction