Stable Portfolio Preserve Income Plus SMA
(with no management fee and only a performance fee)

Enhance Your Portfolio by Uncovering Hidden Alpha—Seamlessly Complementing Your Existing Investments

Our SMA (Separately Managed Account) offering is designed for investors who want to keep their existing portfolios intact while producing an extra return through the utilization of untapped excess liquidity. Our innovative self-financed index option spread strategies aim to provide reliable income streams without altering your current holdings. No capital contribution from the Client!

How It Works

1. Leave Your Current Portfolio Unchanged
With this SMA strategy, you won’t need to change your portfolio. Your core investments stay the same, giving you peace of mind that your long-term strategy is still intact.

2. Take Advantage of Excess Liquidity for Income Generation

We leverage the untapped excess liquidity in your portfolio—unused financial slack within your current holdings. By utilizing this liquidity, we create a self-financed options portfolio designed to generate recurring income streams, providing an additional layer of return alongside the performance of your existing investments.

3. Maintain the Confidentiality of Your Portfolio Holdings
We use Cboe FLEX Options to execute our self-financed option spread strategies. FLEX Options enable cross-margining, allowing us to operate without intruding into your existing brokerage accounts. All you need to do is set up a separate brokerage account dedicated solely to trading FLEX Options on your behalf.

Why Choose This SMA Strategy?

No Need to Liquidate Existing Assets: Keep your existing portfolio intact while we add an income-generating layer to it.
Steady Cash Flow: The index options strategy is designed to deliver reliable, recurring income.
Keep Your Portfolio Holdings Confidential: Cboe FLEX Options allow cross-margining so that we can utilize your excess liquidity without accessing your existing brokerage accounts.
Flexible and Transparent: You maintain full visibility and control over your investments with a limited power of attorney, allowing us to manage the options portfolio on your behalf.
Customized Approach: We tailor the strategy to align with your investment goals and risk preferences.

Ready to Generate Steady Income?

If you’re looking for an efficient way to generate income without disrupting your current portfolio, our SMA offering with the index options strategy might be the right solution for you. Contact us to learn more about how we can help you optimize your portfolio’s liquidity for income generation.

To learn more, contact us at eugenelee@risc.co or support@risc.co to schedule a consultation

Key Benefits:

Retain control over your equity and bond positions.
Enhance income potential with minimal complexity.
Access to a personalized, professionally managed options strategy.