OpcióN Investment Strategy (Ois), A Division Of Sensus Wealth Management Group Llc

Description

• OPCIÓN Investment Strategy (OIS®), a division of SENSUS Wealth Management Group LLC, implements the firms option investment advisory service for client accounts. SENSUS Wealth Management Group LLC (SENSUS Wealth®), a Texas limited liability company and registered investment advisor, began managing assets in June 2011. OPCIÓN Investment Strategy (OIS®), a division of SENSUS Wealth Management Group LLC, claims compliance with the Global Investment Performance Standards (GIPS®). STRATEGY OVERVIEW OPCIÓN Investment Strategy (OIS®) is a unique alternative investment that produces high income using a proprietary option investment strategy. OIS® generates return by selling vertical spreads, which are two-legged option strategies primarily using the S&P 500 Index® as the underlying security. OIS® is designed to be highly liquid and has low historical correlation to other asset classes such as stocks or bonds. KEY BENEFITS A new, alternative source of high income with less capital commitment Portfolio diversification: low correlation to other holdings Hedged protection: capital loss potential is limited (pre-defined) on each position Targets an absolute return rate of 2% - 4% monthly (gross) Attractive tradeoff of downside risk/upside return potential Strategy invests primarily in highly liquid index options Management team has extensive options experience and knowledge A successful track record of high returns STRATEGY METHODOLOGY A highly disciplined research approach Invest when target return exceeds risk assessment Invests primarily in liquid options on S&P 500® indexes Returns are driven by the natural time decay of near-expiring options; positions must have near-term expirations (typically within 30 days) Strike price must be out-of-the-money Option must have a high probability of expiring worthless
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  Headquarters:8000 Interstate Highway 10 West Suite 1500, San Antonio, Texas, United States

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  Phone Number: +1 210-446-3030

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  Website: https://www.sensuswealth.com

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  Employees:3

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  Revenue:$1 - 10M

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  Legal Name:OpcióN Investment Strategy (Ois), A Division Of Sensus Wealth Management Group Llc

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• |  NAICS Code: 517919  |

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