CORE SERVICES
Tailored wealth management for complex needs
Tailored wealth management for complex needs
From portfolio construction to risk management, our services are built to preserve and grow your wealth.
From portfolio construction to risk management, our services are built to preserve and grow your wealth.
Custom Portfolio Management
Actively managed portfolios designed around individual objectives
Options Income Strategies
Options
Income Strategies
Covered calls, cash-secured puts, and protective hedges to enhance yield and manage risk⁴
Custom Portfolio Management
Actively managed portfolios designed around individual objectives
Options Income Strategies
Covered calls, cash-secured puts, and protective hedges to enhance yield and manage risk⁴
Wealth
Planning
Comprehensive planning tailored to your retirement goals and income needs.
Risk
Management
Tactical hedging and volatility-aware positioning focused on capital preservation
Wealth Planning
Comprehensive planning tailored to your retirement goals and income needs.
Risk Management
Tactical hedging and volatility-aware positioning focused on capital preservation
⁴Options strategies such as covered calls, cash-secured puts, collars, and protective hedges involve risks of limited upside and potential losses, as premiums or protective costs may not fully offset declines, positions may be assigned or expire worthless, and changing market volatility, timing, or execution can materially affect results. Thus, a client must be willing to accept the enhanced volatility and principal risks associated with such strategies.
⁴Options strategies such as covered calls, cash-secured puts, collars, and protective hedges involve risks of limited upside and potential losses, as premiums or protective costs may not fully offset declines, positions may be assigned or expire worthless, and changing market volatility, timing, or execution can materially affect results. Thus, a client must be willing to accept the enhanced volatility and principal risks associated with such strategies.
⁴Options strategies such as covered calls, cash-secured puts, collars, and protective hedges involve risks of limited upside and potential losses, as premiums or protective costs may not fully offset declines, positions may be assigned or expire worthless, and changing market volatility, timing, or execution can materially affect results. Thus, a client must be willing to accept the enhanced volatility and principal risks associated with such strategies.
Product Capabilities
Investing Across Asset Classes
Investing Across Asset Classes
We build portfolios with a disciplined mix of equities, fixed income, options, ETFs, alternatives and aligning strategies with each client’s unique objectives.
We build portfolios with a disciplined mix of equities, fixed income, options, ETFs, alternatives and aligning strategies with each client’s unique objectives.
Equities
Individual stocks, sector rotation, tactical allocation⁵
Fixed Income
Bonds, treasuries, tactical duration management⁵
Fixed Income
Bonds, treasuries, tactical duration management⁵
Fixed Income
Bonds, treasuries, tactical duration management⁵
Options
Covered calls, cash-secured puts, collars, protective strategies⁵
Options
Covered calls, cash-secured puts, collars, protective strategies⁵
Options
Covered calls, cash-secured puts, collars, protective strategies⁵
Index Options
Portfolio hedging, income generation, volatility management ⁵
ETFs, Mutual Funds
Broad market exposure, sector plays, alternative asset access⁵
ETFs, Mutual Funds
Broad market exposure, sector plays, alternative asset access⁵
ETFs, Mutual Funds
Broad market exposure, sector plays, alternative asset access⁵
Alternatives
Alternative investments to diversify portfolios and expand growth opportunities⁵
Alternatives
Alternative investments to diversify portfolios and expand growth opportunities⁵
Alternatives
Alternative investments to diversify portfolios and expand growth opportunities⁵
⁵Investing in securities involves risk, including potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please see Item 8 of our ADV 2A Brochure for additional information on the risks associated with our services.
⁵Investing in securities involves risk, including potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Please see Item 8 of our ADV 2A Brochure for additional information on the risks associated with our services.
HOW WE MANAGE RISK
Risk Management Framework
HOW WE MANAGE RISK
Risk Management Framework
Capital Preservation
Priority focus during market volatility and uncertain conditions
Adaptive Positioning
Responsive to changing market conditions and client needs
Adaptive Positioning
Responsive to changing market conditions and client needs
Adaptive Positioning
Responsive to changing market conditions and client needs
Risk-Adjusted Returns
Seeking alpha with controlled downside and disciplined approach
Risk-Adjusted Returns
Seeking alpha with controlled downside and disciplined approach
Risk-Adjusted Returns
Seeking alpha with controlled downside and disciplined approach
HOW WE MANAGE RISK
Risk Management Framework
HOW WE MANAGE RISK
Risk Management Framework
These materials are for informational purposes only. It is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation.
GET IN TOUCH
GET IN TOUCH
Ready for Smarter
Wealth Management?
Discover how Active Wealth Advisors combines disciplined portfolio oversight, tailored strategies, and active risk management to protect and grow your wealth.
GET IN TOUCH
Ready for Smarter
Wealth Management?
Discover how Active Wealth Advisors combines disciplined portfolio oversight, tailored strategies, and active risk management to protect and grow your wealth.