For individual clients we customize a yield-enhancement
program using listed options. After profiling the client's
investment objectives and risk tolerance, we establish a risk-return
ratio that meets the client's objectives. Focusing on a client's
risk profile, we determine what level of potential return
can be generated over a sustainable period. Our methodology
utilizes many of the analytical models we have developed working
with institutional portfolios for managing Volatility as an
asset. Our experienced option traders actively manage these
programs on a daily basis. As many of our clients have their
concentrated wealth in other vehicles such as non-qualified
stock options, stock appreciation rights, incentive stock
options, unit trust rights or restricted stock, we have developed
proprietary strategies to provide yield enhancement on what
are otherwise passive assets. |
