An overlay is designed to enhance a portfolio through adding incremental income and reducing risk, allowing investors to benefit from two sources of return without requiring changes to the existing portfolio.
Our Solutions
Whether focused on income generation or diversification from traditional asset classes, we offer dynamic solutions to help investors achieve their investment goals.
Founded in 2013 by industry veterans, our firm is focused on managing modern portfolios with embedded overlays designed to make portfolios more productive.
Led by Brad Ball and Shawn Gibson, our team of experienced professionals is focused on delivering timely, liquid and innovative solutions to the financial marketplace.
Our team strives to deliver insightful and relevant research
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...
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...
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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