This portfolio is designed to enhance cash flow by investing in securities with dividend and interest income, along with premiums generated from selling option contracts known as covered calls. Selling covered call contracts involves an agreement to sell stocks you already own at a pre-determined price. This strategy provides partial protection and generates additional income but also reduces the stock’s upside potential. In order to potentially increase net asset value as well as dividend/interest income, this portfolio can rotate between industry classes to take advantage of the ever changing economic climate. Option investing involves risk and is not suitable for all investors. It is possible for an options investor to lose the entire amount committed to options in a relatively short period of time. Copies of the Options Disclosure Document are available upon request by calling your representative or by contacting the Options Clearing Corporation at 1-800-678-4667. You may also visit their website www.theocc.com. Supporting documentation for any claims will be supplied upon request.

A thematic based investment approach focused on equities of all sizes (small cap, mid cap, and large cap). Typically this portfolio relies on sector rotation to position itself in areas that may outperform the indices.

A contrarian portfolio invested in equities of cyclical industry sectors that have fallen out of favor. This portfolio focuses on companies with compressed earnings and looks to provide enhanced performance within market rotations.

This portfolio style is a combination of the above three portfolios.

A diversified portfolio where the objective is to invest in stocks with 2x's the earnings growth of the S&P 500. 

A hybrid portfolio customized for clients with special requirements. This may include: an over-concentration in their own company’s stock, special tax considerations, or other unique circumstances.