Optic Strategies
Optic Asset Management empowers investors and their advisors to unlock the potential of their portfolios through proven option overlay strategies.
Our Strategy Options
Optic option overlay strategies can be funded or unfunded. In funded strategies, investors open a separately managed account focused on a specific Optic strategy with cash. In unfunded strategies, we overlay an Optic strategy over an investor’s existing position without changing their holdings. Each strategy aims to generate more income while reducing volatility risk.
Regardless of the chosen approach, Optic Strategies open the complicated world of covered call options to investors who otherwise find them difficult to trade themselves.
Funded/New Separately Managed Accounts
SPY Optic
A covered call strategy overlaid on long exposure to the SPDR® S&P 500® ETF Trust (SPY).
Div Optic
A covered call strategy overlaid on holdings of certain dividend-yielding US equities.
Unfunded/Overlayed Onto Existing Accounts
The Optic Difference
Traditional
Optic
Simple rules-based approach, often passively managed
Highly tactical and actively managed
Capped upside capture
Increased upside capture potential (based on historical results)
May result in shares needing to be sold
Client normally decides how/when to sell shares
Limited, sometimes complicated reporting
Regular, transparent customized reports
Potentially managed by trading generalists
Managed by dedicated, experienced options trading professionals
Options trading involves risks. Investors must review Characteristics and Risks of Standardized Options, also known as the Options Disclosure Document, which can be found at www.thheocc.com. Investors must be approved for options trading by the custodian prior to Optic Asset Management being able to implement an option strategy on their behalf. Options Trading has tax implications as profits and losses are treated as capital gains. Investors should consult a tax professional for advice on their specific tax situation. Past performance is not a guarantee of future results. All assets invested in an Optic strategy are subject to potential loss.