About Optic Asset Management
Empowering investors and their advisors to unlock the potential of their portfolios through proven option overlay strategies.
Experienced Managers
Established
2004
Highly
Customizable
Can Be Easily Added to
Nearly Any Portfolio
Actively
Managed
Highly Tactical
Option Strategy
Effortless
Implementation
Keep Your Existing
Portfolio
Our Mission
We use sophisticated option overlay strategies to unleash the hidden value within investors’ portfolios.
Meet Our Team
Our team at Optic Asset Management has been managing option strategies since the 1990s, providing access to the complicated world of covered call options to investors who would otherwise find them difficult to trade themselves. During that time, we have carefully cultivated a relationship of trust, loyalty, and confidence with our clients and the other financial professionals with whom we work. Our experience in options trading has enabled us to develop strategies that are easily implemented through separate accounts or as overlays to existing portfolios—all with little to no work for the investor or his/her advisor.
Contact us to learn how our experience, trustworthiness, and customized strategies can work for you!
Brad Gwilliam
Portfolio Manager
D. Brad Gwilliam has advised investment clients for nearly 25 years, with extensive experience developing and managing customized covered call option strategies for investors. He co-founded Watts Gwilliam & Company, LLC in 2004 (of which Optic Asset Management is a division) and has worked previously for Merrill Lynch and at the trading desk of a national mutual fund company. Brad has a Finance Degree from the W.P. Carey School of Business at Arizona State University.
Ben Cooper
Managing Director
Ben Cooper leads marketing and operations efforts for Optic Asset Management. He has nearly 25 years of project management experience and has worked with companies in several industries. Ben received his International MBA from the Thunderbird School of Global Management, now a part of Arizona State University.