Connors | Options Overlay Service

Tailored Options Service

High net-worth investors often have a significant exposure of their assets in an individual or handful of stocks/ETFs. Often, due to possible tax concerns, they do not wish to diversify. The Connors Options Service can work with these concentrated holdings and manage an Options-Overlay strategy to complement the positions, potentially helping to protect, diversify and/or generate additional income. Connors does not take discretion of the underlying asset; the client keeps the stock and continues to receive the dividends. Each account is customized and managed separately.

Services Include^*:

Tactical Covered Call Writing - An options strategy whereby an investor holds a long position in an asset, ETF or individual stock, and writes (sells) call options on that same asset in an attempt to generate increased income from the asset.

Custom Collars - A protective options strategy that is implemented after a long position in a stock has experienced substantial gains.

Put Premium Income - A type of options strategy that is used when the investor expects a moderate rise (or decline) in the price of the underlying asset. The investor will buy a put with a lower strike while simultaneously writing a call with a strike closer to the money.

Purchase Protective Puts - A protective put strategy is analogous to the nature of insurance. The main goal of a protective put is to limit potential losses that may result from an unexpected price drop of the underlying asset.

*Connors Investor Services, Inc. reserves the right to decline management of any account for any reason. All accounts must be approved.