HOME   ABOUT US   FAQ   UPCOMING EVENTS   CONTACT US

Watts Gwilliam & Co. LLC
2730 S. Val Vista Dr.
Suite 124
Gilbert, AZ 85295

Phone:  480-889-8998 
Facsimile:  480-889-8999 
Toll Free:  888-324-8998

My Personal Data Room >

 

 

 

Watts Gwilliam & Company’s Income Producing Option Model (IPOM) can be used to enhance the income potential of large stock positions or market indexes through a professionally managed options strategy. This is achieved by selling call options on the position in exchange for upfront cash premiums.

Our computer driven model provides sophistication and consistency, and helps clients determine the appropriate number of options to sell while investing in the call option that provides the best value. While invested in the strategy, IPOM maintains the integrity of the investor’s ultimate objectives with the stock position.

The IPOM seeks to achieve the following:

• Provide income through the receipt of option premiums

• Allow the investor to continue receiving dividends and voting rights

• Provides upside appreciation to the target price

• Sell the optimal call that statistically adds the most value

• Establish discipline needed to execute a sell strategy

• Succeed in its objectives regardless of which direction the stock moves

• Work successfully for those wanting to sell all, or some of their stock, and for those not looking to sell their stock at all

Contact us to learn more.

Watts Gwilliam & Co., LLC (“WGC”) is an SEC registered investment advisor located in Gilbert, AZ. WGC and its representatives are in compliance with the current registration requirements imposed upon registered investment advisors by those states in which WGC maintains clients. WGC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WGC’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of WGC’s website on the Internet should not be construed by any consumer and/or prospective client as WGC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute of for, personalized individual advice from WGC. Any subsequent, direct communication by WGC with a prospective client shall be conducted by a representative that is either registered, or qualifies for, an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WGC, please contact the state securities law administrators for those states in which WGC is registered. A copy of WGC’s current written disclosure statement discussing WGC’s business operations, services and fees is available from WGC upon written request. WGC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to WGC’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.