Risk Overlay Associates LLC
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  • What We Think
    • Orphaned Asset Class
    • Negative Correlation
    • Correlation Integrity
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  • Home
  • What We Think
    • Orphaned Asset Class
    • Negative Correlation
    • Correlation Integrity
  • Contact Us
Income Overlay: (add. Call overlay) By selecting an Income Overlay the client looks to diversify returns by lessoning their dependence on capital appreciation from the underlying asset(s) in preference for call premium collection. The offering may fulfill the client’s investment objective of diversifying the underlying asset(s) by adding a call writing overlay that may have a negative return correlation to the underlying asset. Income Overlays may fulfill the client’s need for cash flow over capital appreciation but may have the effect of capping appreciation and lowering total return.

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/