Our flagship active overlay strategy sits atop various passive asset class indices, with the goal of providing enhanced return with reduced risk.
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Strategy Details
Inception Date
11/01/2013
Accessibility
Contact us to learn more about our SMA strategies
Minimum Investment
$200,000
Investment Process
01
Select Asset Class
Select the asset class and ETF investment that best represents the asset class and the following attributes: cost efficiency, liquidity and transparency.
02
Overlay
Attach Overlay to selected asset class and generate cash flow through index option investing while actively managing risk.
03
Combined Solution
The combination of the selected asset class and the overlay aim to provide asset class exposure with higher return/income potential, complements traditional investment factors and targets a more consistent source of excess return.
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