Risk Managed Portfolios: Our Combination of Strategic & Tactical Investing

We have the expertise in investing across all asset classes: Equities, Fixed Income, Currencies, Private Equity, Hedge Funds, Commodities, and Real Estate.

We use techniques to both preserve and grow your wealth. We have developed a strategy that can lower risk and enhance overall returns for the equity portion of your portfolio. We even have methods for hedging fixed-income portfolio risk.

    The Process:

  • Top down sector allocation (Identifying global investment themes)
  • Bottom up individual stock and ETF selection (most successful and profitable companies)
  • Generate additional income on individual equities using a month to month covered call writing strategy. The short term call strategy allows for continual adjustment to take advantage of market movements and lets individual equities grow long term while continually generating current income.
  • A portion of the income generated by the call strategy is used to purchase “portfolio insurance” using index put options.

    The Effect:

  • Substantially lower risk profile on the equity portion of the portfolio.
  • Substantially higher income is generated on existing equity investments.
  • Protection of accumulated stock market gains.
  • Potential for superior performance in Flat and Down Markets.
  • Allows more conservative clients to remain invested in equities.
  • Opportunities for trust beneficiaries to eliminate the tradeoffs of income generation versus capital gains potential.

*Atlantis Asset Management makes no representation that the stocks, sectors or strategies cited here will perform positively. Investing involves risk and performance cannot be guaranteed. All investment results are net of commissions and gross of fees. Past performance is no guarantee of future results. Investors are asked to consider the investment objectives, risks, charges and expenses of the investment before investing. All of the results presented here are believed to be accurate.