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Sample Client Profiles

High Earning
Not Yet Rich

Financial goals are achieved with high savings rates and long term perspective. Investors with incomes well above their expenses can bear additional market risk, and capture longer term opportunities. 

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Portfolio Details:

20% OWL:  1 Year T-Bills with purchased SPX call spreads

10% Digital Ten: Rebalanced Quarterly

70% FALC:  70 delta exposure from long SPY, 30 delta exposure from short put / long call. Rebalanced weekly. 

Annual Portfolio Rebalance with Monthly Contributions

Secured Asset

The world is full of opportunities outside financial markets. Protect your nest egg while taking a career leap. Keep your mind off the market while enjoying your hobbies and lifestyle. 

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Portfolio Details:

50% OWL:  1 Year T-Bills with purchased SPX put spreads as defense

5% Digital Ten: Rebalanced Quarterly

45% GULL:  Quarterly protective put spreads financed by sold calls to buffer equity exposure.

Contributions based on milestones.

Idea Regent
Implementation Support

Take advantage of our execution expertise to put your trading strategy into action. Whether you want to run the wheel, covered calls, or any other systematic strategy, we make it happen.

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Live Examples:

Client X: Curate a basket of high dividend paying names in the REIT and MLP space. Optimize for correlation to themselves and SPX. Execute the Wheel strategy on a monthly basis. 

Client Y: Every Wednesday review Expensive Put Report for outliers with large VRP and sell short dated cash puts, cover on Friday. 

Something different?

Options are a scalpel for financial opportunities.  We work with clients to solve a range of different goals. Borrow against your equity portfolio with managed collars. Neutralize concentrated equity risk that comes from restricted stock holdings. Manage the tail risk of volatile holdings, or right size investments with convex return. Reach out today, to find out what's possible

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