Strategies
Four strategies. One standard.
Defined-outcome ETFs, structured-note SMAs, equity & options SMAs, and direct oil & gas exploration — four ways to put StrategIQ to work for your clients, each held to the same standard of clarity.
What we offer
Transparent and optimal strategies.
ETFs
Daily-liquid, exchange-traded access to defined-outcome and autocallable-income strategies — without the single-issuer credit risk of an individual note.
Structured Note SMAs
A managed ladder of notes across issuers and maturities — diversified counterparties, with tax and lifecycle management built in.
Equity & Options based SMAs
Directly owned equity portfolios with options strategies layered on — built for income, defined risk, and tax control a pooled fund can’t match.
Oil & Gas Exploration
Direct oil & gas exploration — a real-asset strategy that diversifies client portfolios beyond traditional stocks and bonds.
One standard
Whatever the strategy, you see exactly how it works and what it pays — before you ever commit a dollar.
Better strategies for your clients — and your practice.
Talk to the team to learn more about how our strategies can help you deliver better outcomes for your clients and grow your practice.