IntelliBuilD® Growth + Index Income
Separately Managed Account | Inception Date: 08/01/2016
The IntelliBuilD Growth strategy seeks capital appreciation in a portfolio of 33 individual stocks selected from Investor’s Business Daily (IBD) and William O’Neil stock lists. A disciplined approach is implemented to select fundamentally strong American growth-oriented equities based on quantitative scores and relative strength. The strategy also seeks monthly cash flow from option premiums through a long-term, time-decay, premium-capture approach utilizing put-credit spread on the S&P 500 Index or similar exchange-traded funds (ETFs).
Strategy Highlights
Seeks to add U.S.-based growth companies that have demonstrated recent outperformance.
Active management of this SMA focused on mitigating downside risk of individual companies.
Additional diversification by including companies beyond just large capitalization.
The overlay targets cash flow generation for increased returns in exchange for additional market volatility.
Portfolio Management Team
Tom Kaiser, CFA, CPA
Portfolio Manager, Research Analyst
Dave Gilreath, CFP®
Managing Director, CIO
Nathan Harshman
Senior Equities & Derivatives Trader