Pioneers in Collar InvestingTM
Summit Portfolio Advisors, LLC, a Registered Investment Advisor, was founded in 2005 and specializes in a unique hedged equity strategy called "Collar InvestingTM ".
Collar InvestingTM is a stock and option strategy that involves buying a stock and "collaring" that stock with the purchase of a put option and the sale of a covered call option. While the stock is wrapped in a collar, any loss or gain is limited to the minimum and maximum range of the collar, no matter how much the stock actually falls or rises.
Investments are based on the merits of stock and option prices in combination, which differs from other equity strategies that focus on stocks without considering their underlying option prices. Collar InvestingTM searches for those stock and collar combinations that offer the greatest reward with the least risk.
Summit Portfolio Advisors, LLC, utilizes this approach in The Collar Fund (COLLX), a no-load mutual fund. Click here to go to The Collar Fund website.
|