Goals Driven Investment Models

ETF Models

Tactical Models (ETFs)
Ultra-Tactical Models (Stocks, ETFs and/or Covered Options*)
Custom & Third-Party Models (ETFs)

*Covered Options (Level 1)

Primary – Cash Secured Put: https://www.optionseducation.org/strategies/all-strategies/cash-secured-put

Secondary – Covered Call: https://www.optionseducation.org/strategies/all-strategies/covered-call-buy-write

Options trading involves significant risk and not appropriate for all investors. Certain complex options strategies (higher than Covered Level 1) carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Accounts require advisory agreement and custodian paperwork for options trading. See Site Disclaimers for links to external sites.

Market-Linked Certificates of Deposit (MLCD)

Conservative Market Participation: See Sample Provider Brochure