A Modern Approach to
Equity Management
Separately managed accounts focused on income generation through a disciplined Options Wheel strategy on high-conviction equities.
A Disciplined Approach to Derivative Income
Our methodology — the Options Wheel — actively manages options contracts on high-conviction U.S. equities to monetize volatility and generate cash flow distinct from traditional dividends.
Thematic Selection
A concentrated portfolio of equities positioned to benefit from secular trends, including the Artificial Intelligence revolution.
Income Generation
Systematic selling of cash-secured puts for favorable entries and covered calls for premium income on held positions.
Risk Profile
This strategy is speculative and involves substantial risk. A concentrated portfolio means the performance of a single security can significantly impact the account.
Ready to discuss a disciplined approach to income?
Schedule a consultation to determine if the AGT Equities strategy aligns with your financial goals.
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