FOCUSED SECURITIES MANAGEMENT PROGRAM (FSMP)
FSMP is designed for a portfolio heavily concentrated on one or a group of securities. PRI sells covered calls against the security to generate an income stream and reduce the risk of concentration. FSMP seeks to sell call options as the stock appreciates and reduce positions as the stock declines. Each day PRI evaluates positions to optimize risk/reward.
FSMP can make concentrated positions more productive by earning income from your shares even if a stock does not currently pay dividends.
● Produces significant income
● Reduces the downside risk of a concentrated position
● Can be used to achieve a pre-determined sell price target
FUTURES, FORWARDS, FOREIGN EXCHANGE
PRI has extensive experience managing foreign exchange risk, futures hedging and options for individual and institution clients. Programs are custom tailored to our clients’ needs whether you need income generation, risk mitigation or a portfolio overlay.