AspenTree Capital Corporation specializes in covered call and put option writing strategies for equity portfolios. This involves selling call options on stocks already owned and selling put options to potentially acquire stocks at a lower price. The goal is to enhance returns through option premiums and dividends while managing risk. AspenTree provides personalized service, tailoring portfolios to individual client objectives and risk tolerance. Clients are expected to have a diversified portfolio of stocks, bonds, and cash, with AspenTree's strategy as a component.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable in appropriate situations.