Here is an basic example of how we build an options overlay strategy in your account. It's a diverse allocation of liquid Exchange Traded Funds (ETFs), with a Covered Call Overlay providing an income generating "umbrella" for your account. 

We allocate across Fixed Income, Domestic, International and Commodity based ETFs giving you a truly diversified portfolio. 

 

For your protection, we separately manage your account and do not take custody of your assets.  

•    Independent
  
•    Transparent  
  
•    Diversified
  
•    Income Generation