Sentences with phrase «called wrap accounts»

The company, Allison Street Advisors, based in Washington, D.C., is selling an investment vehicle called a wrap account, which gives customers with $ 250,000 in assets access to big - name institutional money managers.

Not exact matches

Variable annuities (also called pooled separate accounts) are basically mutual funds that are owned by an insurance company and then «wrapped» in a thin layer of insurance — adding wrap fees (including sales commissions and surrender charges) in the process.

At Capital Wealth Planning, LLC, we work as an institutional money manager in Naples Florida, offering institutional wire houses and regional broker - dealers throughout the country covered call portfolios through managed account WRAP platforms.

We argue that when writing covered calls against the 20 underlying positions in the portfolio on a monthly basis to generate additional income, that doing this in a WRAP account can be very advantageous and offer a competitive total return based on the amount of risk that is being taken.

Financial Advisors can help their investors recieve value by utilizing an actively traded strategy with covered calls in a WRAP account

Schlenker had told them to sell the insurance policies they had on the kids, cancel their expensive wrap account, build a portfolio of index funds, and given them many other tasks, each one requiring dozens of forms to fill out, lots of phone calls and likely, a fair bit of stress.