Friday, March 3, 2017
Overlay Management Strategies
Sheaff Brock has operated as a registered investment advisory firm for more than 15 years. Sheaff Brock offers its clients a wide range of financial services such as financial planning, wealth management, and several overlay management strategies.
An overlay strategy is one in which an investment "sits" on top of an underlying strategy,low cost basis stock, or a concentrated position. These strategies, or overlays, are intended intended to be an ongoing enhancement to the underlying positions. It is a strategy and a management approach that coordinates account management and intended to increase overall returns. Designed to alter a portfolio’s risk-return profile, by adding non-correlated returns, these strategies work well in conjunction with Sheaff Brock's other portfolio strategies or on "top" of a clients existing positions.