top of page

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

Enhance Your Portfolio with Steady Income—Without Disrupting Your Existing Investments

Our SMA (Separately Managed Account) offering is designed for investors who want to keep their existing equity and/or bond portfolios intact while generating a consistent income stream. Our innovative index option spread strategies aim to provide reliable income without altering your current holdings.

​

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. Access Excess Liquidity for Income Generation

We’ll work with the excess liquidity in your portfolio - redundant financial slack that is not actively used in your current holdings. Using this liquidity, we construct an option portfolio seeking to generate steady income through index option spreads.

​

3. Simple, Secure Account Access
To implement this strategy, we only require a limited power of attorney to access your brokerage account(s). This allows us to efficiently construct and manage the options portfolio on your behalf while you retain full control over your original investments. The excess liquidity in your investment account is always managed with full transparency and in line with your risk tolerance.

​

4. Steady Income Without Compromising Your Core Holdings
The income generated through the index option portfolio can be a valuable supplement to your overall investment strategy, providing consistent cash flow while allowing you to retain the benefits of your primary equity and bond investments.

​

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.

  • 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.

bottom of page