Our Clients
We serve a wide variety of clients. The smallest and the largest are treated with the same dedication and care. Their common thread is a search for an innovative solution for their needs.
Generally those needs fall into the following areas:
- Generating incremental spendable cash flow on existing equity positions to monetize the volatility of their holdings.
- Executing low volatility- high alpha equity portfolios to aid in value-added investments for their portfolio.
- Implementing defensive/protective strategies to help guard asset values.
As pioneers in our field since 1983 and before, our clients benefit from our experience through many market environments. Investors and their advisors know that we, and our clients, have weathered the unknown and unknowable events that have caused market volatility beyond imagination.
In many cases, we are their "window on the world of conservative option strategies". It is a role we accept proudly and highly value.
Each client receives a systematic and disciplined investment metholology designed and implemented in a rigorous way. In some cases, we are customizing the implementation of the strategy to meet the precise needs an investor has and then providing means to adjust as those needs change over time.
In all cases, we value our clients' success above our own.
