Helping investors unlock their portfolio’s potential through actively managed option overlay strategies.
Experienced Managers
Established
2004
Highly
Customizable
Can Be Easily Added to
Nearly Any Portfolio
Actively
Managed
Highly Tactical
Option Strategy
Effortless
Implementation
Keep your existing portfolio
Today’s volatile markets require investors to be more proactive.
While a traditional approach to investing is often effective, the Optic strategies have shown the ability to further optimize investment results.
Learn MoreOur Strategy Options
Optic option overlay strategies can be funded or unfunded. In funded strategies, investors open a separately managed account focused on a specific Optic strategy with cash. In unfunded strategies, we overlay an Optic strategy over an investor’s existing position without changing their holdings. Each strategy aims to generate more income while reducing volatility risk.
Regardless of the chosen approach, Optic Strategies open the complicated world of covered call options to investors who otherwise find them difficult to trade themselves.
Funded/New Separately Managed Accounts
SPY Optic
A covered call strategy overlaid on long exposure to the SPDR® S&P 500® ETF Trust (SPY).
Div Optic
A covered call strategy overlaid on holdings of certain dividend-yielding US equities.