SEC CRD #801-130619
Visdom Investment Group About Us Our Team Contact Us Blogs Menu Visdom Overlay Strategies Seek To Add Incremental Returns To Your Underlying Investments Visdom Investment Group runs option-based overlay strategies seeking to add incremental returns to a client’s underlying investments. You don’t have to commit capital, move investments or change current advisors or managers. Visdom overlays can be run on top of existing investments in existing accounts with your custodian and advisors. Visdom overlay returns seek to enhance returns on cash or any liquid investments – treasuries, bonds, equities, mutual funds, ETFs, MLPs, REITs etc.,. Visdom can also provide customized solutions depending on client views, objectives or underlying investments or concentrated stock positions. We look forward to working with you! Explore Our Solutions Investment Solutions Seeking to enhance client portfolio returns via a systematic process with active risk management on behalf of our clients. Visdom is your option-based investment manager. Overlay Strategies Seek to make your liquid investments work harder for you. Efficient, liquid, transparent and tax efficient strategies that seek to generate incremental returns with contained risk. Learn More Sub-advised Custom Solutions Options trading and volatility management solutions accessible through custom and sub-advisory partnerships. Learn More Connect With Us Visdom Investment Group runs option-overlay strategies seeking to add incremental returns
PATRICK JOSEPH CLOUGH
CCO, CFO, COO
📞 (203) 803-7222
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AUM
$53M
Location
RYE BROOK, NY
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