Covered Call Income

Covered Call Income

The Covered Call Income SMA strategy seeks income and growth of capital from the sale of covered call options on high-quality U.S. large capitalization equities. Stocks are purchased while call options are written/sold out-of-the money with the intention of the stocks being called away by expiration.

 The sale of covered calls increases the portfolio’s income but limits the profit potential to the strike price written on the calls at the beginning of the process.

Portfolio Managers

Wally Taggart
Dave Gilreath, CFP®

Inception Date


Covered Call Income SMA Strategy Highlights

Covered Call Income Portfolio Construction