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Using Prepaid Forward Contracts for Concentrated Stock
A lot of established families don’t set out to build a concentrated position. It just happens. A company grows, a career evolves, and before long, ... Read more
Box Spread Loans & Concentrated Stock Strategy
Most concentrated stock issues don’t show up as a crisis. They show up as a quiet constraint. On paper, everything looks strong—net worth is up, ... Read more
Understanding Option Collars: A Smart Risk Management Tool for Investors
Market volatility can be difficult to manage, especially when balancing risk and growth. The Option Collar is a risk management strategy designed to protect your ... Read more
Managing Concentrated Stock Positions: Strategies for Savvy Investors
As an investor with a concentrated stock position, you may find yourself in what some call an “enviable dilemma.” While holding a significant amount of ... Read more
Optic Equity Access: Tap Into a Stock’s Value without Selling it
High-net-worth investors with a concentrated position in a low-basis stock often wish they could use its value to diversify their portfolios or to purchase other ... Read more
How Do Option Overlay Strategies Work?
At Optic Asset Management, we have found that many investors who are seeking to improve their portfolio’s performance without changing their holdings are interested in ... Read more
Why Choose Separately Managed Accounts for Covered Call Strategies
As asset managers, we often meet investors seeking to enhance portfolio returns while managing risk. A Separately Managed Account (SMA) allows them to choose a ... Read more
Unlocking Potential Income with an Index-Oriented Uncovered Call Strategy
Introduction Investors often come to us seeking to enhance portfolio returns while managing risk. For some, an index-oriented uncovered call strategy can make sense. In ... Read more
How to Generate Income with Covered Calls
Selling call options on stocks you own can be an effective way to generate additional income from your portfolio. Continue reading to learn how to ... Read more