That may sound like a bold statement to make from a professional money manager. We agree that it is bold and invite you to fully understand why we are so excited.
We’ve put together a few lessons on the Integrated Options Portfolio (IOP), because we want both our advisors and their clients to be very comfortable with our approach to portfolio management.
Let’s begin with “Call Option Basics” for a fresh course on the risks and rewards of buying a registered “call” option.
Then, we’ll jump into “Integrated Options Portfolio 101” to give you a good idea of what an IOP is.
We will then move to “Integrated Options Portfolio 201”, which will deal with some of the variables that affect an IOP.
Finally, in “Integrated Options Portfolio 221” we will demonstrate some of the ways that an IOP impacts not only the investment portfolio, but an entire financial plan.
When you go through these sections, take them slowly, many of the concepts may be new to you and the significance of the IOP may not come instantly. Try not to get hung up on any specific “objection” you may have because it will likely be addressed in subsequent sections. Write them down and if they are not answered, please contact us.
Not all issues and situations can possibly be addressed; however, we welcome you to contact us to discuss your unique concerns or situation. Enjoy!