Are you using the right mix of traditional AND alternative investments? We believe that when you add alternative investments to traditional investments, you are able to significantly improve returns and lower risk. Here are samples of some of the investments we offer. For more details, please contact our office at 972.852.4800.
- CASH INSTRUMENTS
- EXCHANGE TRADED FUNDS (ETFS)
- CORPORATE & MUNICIPAL BONDS
- MUTUAL FUNDS
- STRUCTURED PRODUCTS
- MERGER ARBITRAGE
- MANAGED FUTURES
Stock Income (STK INC)
This portfolio consists of 100% Equities and uses a Buy-Write strategy to generate Call option income. Please see our STOCK INCOME page for a more detailed description.
Value & Opportunity (V&O)
This portfolio consists of 100% Equities and purchases Put options to help protect against any adverse market events.
This portfolio is an all equity ETF based portfolio that uses an options collar to generate cash and protect against significant adverse market events.
Advantage Plus (ADVP)
This portfolio combines the ADV and V&O portfolios in an approximately 50/50 ratio and uses Put options to help protect against any adverse market events.
This portfolio is an all ETF portfolio that combines an approximately 80/20 mixture of Equity to Fixed Income investments and uses Put options to help protect against any adverse market events.
Growth with Income (GWI)
This portfolio is an all ETF portfolio using a 60/40 mixture of Equity to Fixed Income investments and it does not use Put options due to the larger percentage of Fixed Income positions but does generate Call income.
Growth with Income Munis (GWIM)
This portfolio mimics our Growth With Income (GWI) model using Muni ETFs rather than Corporate Bond ETFs that provide tax free interest for non-qualified accounts.
Income with Moderate Growth (IMG)
This portfolio is an all ETF portfolio that combines an approximately 30/70 mixture of Equity to Fixed Income investments and does not include any Option activity.
Many financial advisors fail to focus on the after tax returns of a portfolio. A 10% return is great, but if 3% is lost to taxes, then that return is not as impressive.
-Mitchell Kramer, Founder, Fluent Financial
*Alternative Investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investors portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.