What We Do
Options Strategies
HCP BELIEVES..
Stock option prices generally overestimate actual volatility and can be richly priced.
Therefore:
Option sellers (writers) may have an advantage and reward for taking risk.
Writing options with strike prices that are far “out of the money” is a reduced-risk approach to methodically capturing this opportunity.
A disciplined, rules-based risk management system provides opportunity to capture attractive option premiums over time while mitigating the risk of market losses.
Investment Objectives
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Targeted annual return of 4-6% per annum after fees.
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Use of Reg. T collateral. No leverage.
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Seek to add incremental income in excess of the Bloomberg Barclays US Aggregate Index.
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Generally non-correlated to other assets classes including long bonds.
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Designed as a bond alternative or diversifier.
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Exposure to current low bond interest rates and the adverse effect of rising rates is expected to be minimal.
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No incremental bond returns in IRA accounts.
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Favorable tax treatment under IRS Section 1256.
Strategies may be suitable for investors seeking liquid, alternative investment strategies with relatively high current income and returns uncorrelated to stocks and bonds.
Who We Serve
Our services are designed to meet the diverse needs of a wide range of clients, supported by a team of experienced advisers to help identify and define client's individual needs and a portfolio management team dedicated to curating investment strategies aimed at maximizing client wealth while managing risk.
Individuals High-Net-Worth Individuals (HNWIs) & Families
Helping clients preserve, manage, and grow wealth through personalized financial planning and investment strategies.
Institutions & Nonprofits
Managing corporate investment portfolios with a focus on risk-adjusted returns and tailored investment strategies that may include capital preservation, growth, and sustainable investment practices.
Young Professionals
Helping early-career individuals establish strong financial foundations, including budgeting, investing, and financial planning.
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