Watts Gwilliam & Company, LLC

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Optic Asset Management - Option Overlay Strategies Skip to content Helping investors unlock their portfolio’s potential through actively managed option overlay strategies. Get Started Learn More Experienced Managers Established 2004 Highly Customizable Can Be Easily Added to Nearly Any Portfolio Actively Managed Highly Tactical Option Strategy Effortless Implementation Keep your existing portfolio Today’s volatile markets require investors to be more proactive. While a traditional approach to investing is often effective, the Optic strategies have shown the ability to further optimize investment results. Learn More Our Strategy Options Optic option overlay strategies can be funded or unfunded. In funded strategies, investors open a separately managed account focused on a specific Optic strategy with cash. In unfunded strategies, we overlay an Optic strategy over an investor’s existing position without changing their holdings. Each strategy aims to generate more income while reducing volatility risk. Regardless of the chosen approach, Optic Strategies open the complicated world of covered call options to investors who otherwise find them difficult to trade themselves. Funded/New Separately Managed Accounts SPY Optic A covered call strategy overlaid on long exposure to the SPDR® S P 500® ETF Trust (SPY). Learn More TLT Optic A covered call strategy overlaying the iShares 20+ Year Treasury Bond ETF. Learn More Unfunded/Deployed On Existing Accounts Optic Equity Access A collar-s

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