Visdom Investment Group runs option-based overlay strategies seeking to add incremental returns to a client’s underlying investments. You don’t have to commit capital, move investments or change current advisors or managers. Visdom overlays can be run on top of existing investments in existing accounts with your custodian and advisors. Visdom overlay returns seek to enhance returns on cash or any liquid investments – treasuries, bonds, equities, mutual funds, ETFs, MLPs, REITs etc.,. Visdom can also provide customized solutions depending on client views, objectives or underlying investments or concentrated stock positions. We look forward to working with you!
Visdom Investment Group runs option-overlay strategies seeking to add incremental returns with limited risk to your liquid investments. We can also provide more customized solutions including covered call programs, tail-risk hedge solutions and other strategies to help meet each client’s views and objectives. We are here to help and look forward to working with you.
We believe that clarity, communication, education and transparency are essential to performance and strong working relationships.
Analysis of implied volatilities offers unique, forward-looking insights into market dynamics.
Successful option-based strategies should combine a systematic approach with active risk management.
Strategies should incorporate cost-efficient exposures and implementation practices.
Solutions should be delivered with an emphasis on liquidity, transparency and communication.
