Lawrence primarily focuses on equity research and analysis and serves as Lead Portfolio Manager of Gratus’ Dividend Growth and Options Income Overlay strategies.

5 days ago · The ETFs below demonstrate the versatility of this approach, applying options overlays to broad market indices, individual high-growth stocks, fixed income, and even digital assets.

Mar 21, 2025 · Options-based strategies, often labeled with words like “Buffered,” “Overlay,” and “Defined Outcome” have amassed a sizeable chunk of investors’ money, lured by the promise of …

Strategies for clients’ seeking to manage risk and generate income with options. Potential to profit from trading underlying securities through puts and covered calls.

Dec 5, 2024 · Discover top options income strategies to generate consistent returns. Learn about covered calls, credit spreads, iron condors and more.

May 16, 2025 · Built for high-net-worth individuals, the Retirement Roadmap offers a strategic lens on retirement—one that considers your full picture: income, legacy, lifestyle and long-term …

Jul 23, 2025 · Options overlay funds work best as core holdings in income-focused portfolios rather than as tactical positions. Their systematic approach and regular income generation make them suitable …

Aug 3, 2024 · Many option overlay strategies, such as covered call writing and put writing, can generate additional income for the portfolio. This can be attractive in low-yield environments or for investors …

Our diversified approach is applied across all different types of investments. Instead of attempting to predict where the markets will go, this approach focuses on building a portfolio that increases the …

May 8, 2025 · Options work a little differently than equities. Options expire — sometimes in the money, sometimes not — making their returns not “linear.” In addition, options can be: Held individually...