Glover Park Wealth provides advice on individual equities and will also provide advice on hedging alternatives for institutions and executives.
Does your institution have a fixed income mandate? Glover Park Wealth will work with your institution to build a fixed income portfolio to achieve the desired duration and maturity goals of your institution.
Glover Park Wealth advises and executes derivative transactions on behalf of the institution and/or corporate executives.
- Covered Calls
- Hedged Puts
- Cash Secured Puts
- Covered Spreads
Foundations & Endowments
Glover Park Wealth will advise and invest the assets of the foundation or endowment in accordance to the guidelines in the investment policy statement.
Corporations – Glover Park Wealth will work with the plan administrator and payroll provider to setup a 401(K) policy and advise employees on the investments.
Small Business Owners – We work directly with small business owners on Solo 401(K), SEP IRA, Traditional & Roth 401(K) and Profit-sharing plans.