In a world of hares,
be a tortoise.

Slow and steady wins the race.

ETFs Funds

Alternative Solutions

Our solutions take previously hard to access investments typically reserved for institutions and the mega wealthy and lowers the barriers to entry to make these solutions accessible for every investor.

Our Solutions

Our Solutions

Whether focused on income generation, growth, or diversification from traditional asset classes, we offer dynamic solutions to help investors achieve their investment goals.

Overlay Shares
Our Focus

Our Focus

Founded in 2013 by industry veterans, our firm is focused on developing solutions to make your portfolio more productive and have more predictable outcomes.

Strategies
Our People

Our People

We have decades of combined investment experience building innovative and successful solutions for investors, with many of our portfolio managers having worked together for 20+ years.

Meet the Team
Our Insights

Our Insights

Our investment team provides timely, relevant, and value-added commentary to help our current and prospective clients navigate the investment landscape.

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Our Research

Our team strives to deliver insightful and relevant research.

NIAGARA INCOME OPPORTUNITIES FUND QUARTERLY REVIEW | As of June 30, 2025

NIAGARA INCOME OPPORTUNITIES FUND QUARTERLY REVIEW | As of June 30, 2025

Niagara Income Opportunities Fund Year-End Review

Jul 18, 2025 9 min read
DENALI STRUCTURED RETURN STRATEGY FUND QUARTERLY REVIEW | As of June 30, 2025

DENALI STRUCTURED RETURN STRATEGY FUND QUARTERLY REVIEW | As of June 30, 2025

Denali Structured Return Strategy Fund year-end review

Jul 18, 2025 5 min read
Put Spread Selling Overlays in Core Bond Portfolios

Put Spread Selling Overlays in Core Bond Portfolios

Financial advisors seeking moderate-risk income potential for clients often turn to broad-based, low-cost investment grade intermediate core bond index funds

May 01, 2025 7 min read
Put Writing as an Overlay Solution
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Put Writing as an Overlay Solution

In this white paper, learn more about how a conservative put writing overlay has the ability to provide investors the ability to generate positive returns in a variety  of market conditions...

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The Hidden Cost of Covered Call Writing
The Hidden Cost of Covered Call Writing_Page_1

The Hidden Cost of Covered Call Writing

Covered call writing is touted as a conservative way to generate additional income from an equity portfolio while still allowing investors to participate in market appreciation and dampen downside risk and volatility.

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The Case for Put Writing Strategies
The Case for Put Writing Strategies_Page_1

The Case for Put Writing Strategies

Many investors are concerned about the investment landscape given the risks that come with an aging bull market, historically low interest rates and a variety of risks.

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