Each of our investment advisors has a different level of expertise and "style" of how they may, or may not, use options to enhance the performance of your investment portfolio. However, our general investment philosophy is centered around a combination of strategies, with the allocation determined by the client's investment objectives and risk tolerances. First we start with traditional methods of asset allocation and security selection. Then, we use options to either initiate the position, hedge our long or short positions, or to generate income for the portfolio.
This allows us to lower the overall risk of the portfolio, and over time, better protect against market downturns.
We will also use options to further hedge the portfolio by taking short term counter positions to the rest of the portfolio. By integrating multiple philosophies we can provide better opportunities for our clients to prosper in virtually any market.
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