Enhanced strategies require active portfolio management involving higher risk, which is not suitable for risk averse clients. These strategies include active stock selection and trading, exotic options, futures and other derivative, leveraged, and inverse investments.
This strategy may not be suitable for everyone and only after detail evaluation with advisor; it may be determined whether it is suitable for respective client. Enhanced strategies try to exploit potential short-term opportunities and market volatility for possible higher returns. There can be short-term gains, taxable at ordinary income tax, unless it is in retirement account.
At Truvestor Wealth Management, we implement prudent investor rule with reasonable care, skill, and caution to be applied to investments not in isolation but in the context of the entire portfolio as a part of overall investment strategy.
.