Benefit From Our Rare Investment Advisor Service
Our hedge fund background enables us to provide you with a unique fiduciary investment advisor platform, while eliminating hidden fees that are typical with many financial advisors.
When we meet with you - in Orlando, Florida, The Villages, Tampa or even potentially in person across the United States - we will provide specific examples of how we aim to enhance your portfolio with bonds and various tax-efficient hedged stock investing strategies that may include ambitious covered calls (out-of-the-money), balanced covered calls (at-the-money), cash-secured puts, and combination ratios. Don't worry if those terms seem esoteric - we explain the structures in simple language so you can understand the powerful potential of such hedged investing.
Helping You Invest with Our Distinct Differentiation
Scarcity of Service
Providing you with a personalized hedged portfolio is rare within the fee-only (zero commission) investment advisor space for several key reasons. Customized hedged portfolios require:
#1: Rare Hedged Investing Expertise
#2: Sophisticated Hedged Portfolio Construction
#2: Sophisticated Hedged Portfolio Construction
#2: Sophisticated Hedged Portfolio Construction
#2: Sophisticated Hedged Portfolio Construction
#2: Sophisticated Hedged Portfolio Construction
#3: Time Intensive Customization
#2: Sophisticated Hedged Portfolio Construction
#3: Time Intensive Customization
Surprising Benefits of Accessing All Wall Street Research
Individual investors are shocked to learn that stock market research reports can vary substantially amongst the biggest, most resource-rich, multi-billion-dollar investment companies.
To eliminate single firm bias, we access stock market forecasts from all major Wall Street firms.
Furthermore, we acknowledge that the business models of major investment companies require them to possess an upward positive bias, even though the stock market (S&P 500) falls during approximately 30% of years.
Our customized hedged portfolios - with significant hedged income and stock investment protection - do not necessarily require your investments to materially rise in order to potentially earn significant returns.
