Rock Formations

OPTIMIZED LISTED OPTIONS™ STRATEGY

ABOUT OLO™

UNLOCKING VALUE 
BROCHURE

CONCENTRATED STOCK RISKS

Clients amass these concentrated positions in many different manners such as inheritance, employer stock grants, or business buyout to list a few. These positions can have sentimental value, low cost basis or restrictions which can make them reluctant or unable to reduce their concentrated equity holdings.

Concentrated positions pose an additional risk to client portfolios as downward movement in one position can have significant impact on net worth.

 

CUSTOMIZED SOLUTIONS

Our Optimized Listed Option (OLO™) strategy is customized to each client to deal with their specific needs and risk. With the client and Advisor’s input, Gyroscope Capital creates an account-specific Investment Policy Statement (IPS) outlining the client’s objectives. Our process “optimizes” by pairing these objectives to customized FLEX options with specific maturity dates, strike prices and net
credits if applicable. We analyze the client’s Investment Objectives vs. the
OLO™ regularly in a continuous effort to maximize the client’s benefit.

The portfolios’ principal may diminish due to adverse market conditions. The results reflect the reinvestment of all dividends. Returns are net of all mutual fund and Gyroscope Capital Management Group, LLC, fees and expenses.
 

Past performance is not indicative of future returns.

Gyroscope Capital Management Group

1016 Collier Center Way
Suite 206
Naples, FL 34110
239.219.0555

 

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