We go beyond traditional portfolio construction. As specialists in options strategies, structured products, and hedging instruments, we tailor solutions that align risk/return profiles with client-specific objectives.
Some of the instruments we use include:
- Cash-secured puts and covered calls for yield enhancement
- Structured notes with downside protection or conditional returns
- Market-linked CDs and principal-protected strategies
- Tax-efficient option overlays for concentrated positions
Each strategy is fully customized, taking into account market conditions, risk tolerance, income needs, and currency exposure.