Seeks to produce consistent gains through the use of index options with the intent of retaining option premiums and allowing those options to expire worthless on a monthly basis. This program may allow the client to experience these gains regardless of market movement.
Seeks to provide capital appreciation through participation in the broad equity markets while hedging overall market exposure. The program uses an enhanced index strategy which invest primarily in highly-liquid, broad-based Exchange Traded Funds (ETF's) while using options to limit investor risk, as compared to traditional equity-only investing.
Seeks to provide income generation and capital protection on client's existing equity holdings. The program uses exchange traded options to generate monthly income while providing a true hedge on the equity. PHI works with clients and advisors to determine risk level, income and capital needs. The program is a great way to generate income, provide protections all while allowing investors to keep their equity holdings. This program is 100% customized for each client.
This public mutual fund seeks capital appreciation with low correlation to the equity markets. The adviser seeks to achieve this goal through the use of S&P 500 index options with the intent of retaining option premiums and allowing those options to expire worthless on a monthly basis.