We Do Wealth
Different
Discover our unique take on a growth with income investment strategy
Our Approach
Long Term Growth
We invest for the long haul and therefore want disruptive, leading edge companies with strong current and future earnings potential in our portfolio. Investing in these companies positions us to benefit from new technologies, changing consumer preferences, and emerging market trends. We employ a patient approach to entering new positions allowing the market to present us with opportunities.
Income Generation
With disruption comes volatility and with volatility comes opportunity. We utilize simple option overlays to produce consistent income and smooth out returns over time. This includes covered calls on existing holdings and cash secured puts to enter into new positions. Covered calls work as a hedge against positions we already own that may have run too far to quick. Cash secured puts allow us to enter into a new position at our desired price.
Risk Management
Whereas most large money managers requires investors to be fully invested at all times, we utilize a tactical approach. This provides ultimate flexibility as market and economic conditions change. Remaining agile in a dynamic environment makes all the difference in protecting our assets. Our commitment to a patient and discipled approach helps us stand out from the crowd.
“We strive to consistently outperform the major market indexes while managing risk efficiently in a tactical manner.”
Jake Wyand
RECENT BLOG POSTS
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QUESTIONS?
Whether it’s our investment strategy, financial planning assistance, or better understanding our holdings, we’re always happy to connect!