- Now Playing
The Case for Covered Calls: Unlocking Cash Flow Potential
Listen in to Barry Martin, lead portfolio manager at Shelton Capital Management, as he discusses the rise and strategy of covered calls in investment portfolios. Learn the demographic and economic factors driving the popularity of covered calls, highlighting their potential for generating cash flow and diversifying portfolios. This fastchat conversation covers the mechanics of covered calls, and the importance of educating clients about the strategy's nuances.
Related Resources
Speakers
Barry Martin
CFA, lead Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies
Barry Martin specializes in option strategies and has been managing options for over 20 years. He received a B.S. from the University of Arizona and has earned the right to use the Chartered Financial Analyst (CFA®) designation.
David Armstrong
Editor in Chief, Wealthmanagement.com
David Armstrong is the director of editorial strategy & operations for Informa’s Wealthmanagement.com, a leading information portal for financial advisors. He’s a longtime business journalist who spent 10 years at Forbes magazine, and previously held reporting positions at Foxnews.com and McGraw-Hill. He is a graduate of the University of Wisconsin-Madison.
Shelton Capital is a multi-strategy asset manager delivering sophisticated investment solutions and acts as a co-fiduciary on employer-sponsored retirement plans as a 3(38) advisor. Founded in 1985 as a fixed-income manager, Shelton has maintained consistent investment principles and a steadfast focus on authentic customer service. Shelton manages over $5 billion of assets as of 3/31/24.
Investors should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information about the Fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing.
Options involve risk and are not suitable for everyone. Prior to buying or selling an option, your client must receive a copy of characteristics and risks of standardized options. Copies of this document may be obtained from any exchange on which options are traded or by contacting The Options Clearing Corporation, One North Wacker Dr., Suite 500, Chicago, IL 60606 (1-800-678-4667).
INVESTMENTS ARE NOT FDIC INSURED OR BANK GUARANTEED AND MAY LOSE VALUE.
© 2021 Informa USA, Inc., All Rights Reserved | Privacy Policy | Terms of Service