Risk Overlay Associates LLC
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  • What We Think
    • Orphaned Asset Class
    • Negative Correlation
    • Correlation Integrity
  • Contact Us
  • Home
  • What We Think
    • Orphaned Asset Class
    • Negative Correlation
    • Correlation Integrity
  • Contact Us
Accelerated Return Overlay Services: A customized directional Accelerated Return Portfolio that is run as a parallel strategy overlaying an underlying asset(s) or proxy asset(s). The application of the strategy is that over an investment horizon the Accelerated Return Overlay will work to amplify by a factor the directional exposure of the underlying asset(s) or proxy asset(s) based upon the client’s investment objectives and restrictions. The Accelerated Return Overlay are strategic in their application and can exist as an on-the-shelf offering until tactically called upon by the client. The offering is a separate account that is combined with an underlying asset(s) or proxy asset(s) which may be, a stated dollar value, the notional value of the designated asset(s), an IPS benchmark asset allocation, a look through of holdings of a single money manager, a look through and aggregation of holdings of multiple money managers. The separate account is managed through the purchasing of; puts, calls and VIX options (to be long volatility) as well as selling puts and writing calls within put-spreads and or call-spreads. In addition, other option combinations or standalone strategies may be held within the separate account such as; put back-spreads, call back-spreads, collars, asymmetric collars, strangles, straddles and purchased puts.

Hours

M-F:6am - 2pm PDT

Telephone

503-479-5453

Email

info@RiskOverlay.com
 
Risk Overlay Associates LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Prior to buying or selling an option, investors must read a copy of the Characteristics & Risks of Standardized Options, also known as the options disclosure document (ODD). It explains the characteristics and risks of exchange traded options. http://www.optionsclearing.com/about/publications/character-risks.jsp. For additional information on options and the options marketplace, investors should consider reviewing the following: The Chicago Board of Options Exchange Education Center located at http://www.cboe.com/learncenter/ The NASDAQ Options Trading Guide located at http://www.nasdaq.com/investing/options-guide/