Swiss Army Knife of Option Overlays

CIO Shawn Gibson was recently featured as a guest blogger for CBOE. 

The term “Option Overlay” has become trendy as more advisors and asset managers have discovered the power and appeal that option strategies can have in a portfolio if structured and managed properly. The team at Liquid Strategies (Advisor to the Overlay Shares suite of ETFs) recognized this over 10 years ago and have been running overlays in separate accounts and funds ever since. The keys to the successful implementations of overlays are 1) selecting the right overlay for the portfolio need or desired outcome and 2) properly managing risk in the structure to lessen the chance of a poor outcome.

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