Creative solutions for volatile markets ...

How Options Can
Enhance Your Portfolio

Click here to download your free Banyan Option Kit

Option investing is often considered speculative, but options can also be a valuable tool to help reduce overall volatility and generate additional income for your equity portfolio.

Banyan Partners, LLC has developed two ways to deploy options in our clients’ portfolios:

1. Custom equity portfolio with option overlay: For portfolios of $1 million or more, we take a personalized approach, creating a custom portfolio of equities with a stock option overlay designed to meet your unique objectives. And, if you have an existing portfolio of stocks — we can also customize a strategy around your personal holdings.

2. Covered Call Equity Strategy: For portfolios of $500,000 or more, we offer a focused equity income portfolio with a managed covered call strategy that provides recurring premium income.

Both strategies can form the core of your investment portfolio and are suitable for investors seeking moderate growth and enhanced income potential in an equity strategy.

The Banyan Partners investment team, led by founder and CEO Peter J. Raimondi, JD, brings more than two decades of experience to equity selection and option trading. Unlike those who fit into a specific style box (value, small-cap, fixed income), Banyan’s investment philosophy is to invest opportunistically — in the asset classes, sectors, stocks, and option strategies we believe offer the best risk-adjusted return over time.

To learn more about how options can enhance your portfolio and the investment risks you should be aware of before investing, simply log in below and download your free Banyan Option Kit right away.

Inside the Banyan Option Kit, we’ll introduce you to …

Our unique approach to customized investment solutions.

The four types of option strategies we can deploy depending on your personal risk tolerance, time horizon and objectives and the opportunities we find in the options market.

The strategy we use to potentially earn additional income and help mitigate risk to your equity portfolio.

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