OptionVisor Specialized

For the more sophisticated investors looking to achieve more with their investments, we offer OPTIONVISOR™, a specialized wealth management service that uses equity and index options strategies in your portfolio.

The main options trading and investment strategies interlaced in this specialized service include:

  • Selling covered calls
  • “Legging into” and “rolling out” covered calls
  • Selling cash-secured puts
  • Purchasing long-term calls or puts (LEAPS)
  • Defined-risk debit trades such as vertical spreads, time spreads, straddles and strangles
  • Scaling into and out of positions as part of a money management plan
  • Advanced rolling, legging, and hedging techniques on long or short equity or index positions

Whether we’re selling covered calls on your shares for additional income production, hedging long or short positions using complex option strategies, selling naked puts to lock in a lower cost basis on your stock and ETF entries, or using long-term options (LEAPS®) to lower your capital outlay while still being able to participate in a future move; our OPTIONVISOR™ investment advisory service is an all-inclusive wealth management solution for institutions, businesses, and high net-worth individuals.

The OPTIONVISOR™ managed portfolio solution is only available for qualified investors. The minimum account balance is $250,000 and is subject to change. You will have a separately managed account through TD Ameritrade Institutional which will be the custodian of your funds. We never have custody of client assets.

Achieve More with Our Complete Investment Management Service

As many financial advisory firms offer several different services we concentrate on one thing: building, managing and optimizing your overall investment portfolio to be in direct alignment with your long-term goals.

Understand Your Entire Financial Picture With Our Specialized Wealthvisual™ Technology

By utilizing the Capital Asset Pricing Model in conjunction with other proprietary tools we’ve developed, we’re able to encapsulate your entire financial situation including all your assets and liabilities, into a master visual diagram that dynamically helps you understand your overall portfolio.

Understand The Appropriate Risk Level Needed To Reach Your Retirement Goals

We utilize risk analysis techniques (known as Monte Carlo simulations) where our computer systems can project simulated future events to help forecast subsequent financial planning and estimated cash flows for our clients.

Tax Gain/Loss Harvesting, Portfolio Rebalancing, And Making The Most Of Your Taxable Situation

Our expert portfolio managers will ensure the right balance is always present in your portfolio to maximize gains, mitigate your tax burden, and ensure you are always properly diversified in accordance with your investor profile.

Let Us Manage Your Risk Accordingly

We take the systematic and unsystematic risk seriously and use things like Modern Portfolio Theory and the Efficient Market Hypothesis to maintain simplicity and structure in your portfolio during volatile markets.

Active Investing, Passive Investing, Tactical Asset Allocation, Strategic Asset Allocation, Buy And Hold, We Do It All

Here at Wealthvisors, we understand that every client is different, therefore we understand the importance of implementing different asset allocation styles depending on the suitability of each given client.

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If you are a high net worth (HNW) investor, it’s often the position that growing and maintaining your hard-earned wealth is a top priority for you. Finding suitable investment vehicles that can maximize returns in evolving market conditions can be challenging.

Allocating capital in equities is fine until the next significant market correction happens. Hedge funds are a compelling alternative, but you’re never actually sure what managers are doing with your money. Options can be an attractive alternative, but most investors make the mistake of trading them the wrong way. Selling stock and index options can be very lucrative mediums for improving returns, but sometimes margin obligations can be too significant for small premiums, and this is often a field reserved for professionals.

Most HNW investors will merely surrender and settle for what happens. The Stock Market tends to decide their fate; it goes higher they will feel great. If the market drifts lower, they will feel distressed. However, if you believe something is missing in your portfolio, and there is, in reality, a more feasible way to invest your money, you may have found what you’ve been looking for with our OPTIONVISOR™ Specialized investment advisory service.

Annual OptionVisor™ fee for specialized investment advisory services:

$250,000–$499,999

2.75%

$500,000–$999,999

2.50%

$1,000,000–$1,999,999

2.00%

$2,000,000–$4,999,999

1.75%

$5,000,000+

1.50%

WealthVisors is compensated for providing investment advice and personal account management by charging a flat annual fee on the net market value of a client’s account. WealthVisors reserves the right, in its sole discretion, to negotiate, reduce or waive the advisory fee for certain client accounts for any period of time determined solely by WEALTHVISORS LLC.

Managing and growing your wealth the smart way in changing market environments.

We would love to connect with you and see if the OptionVisor Specialized investment service is the right fit for you.

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