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Niche Investment Strategies for Your Business and Your Clients

With a wide range of investment strategies, Sheaff Brock Institutional Group puts you in the unique position of choosing portfolios with the potential to help you achieve the financial objectives of your clients. When traditional investment approaches aren’t enough, outsourcing to Sheaff Brock may offer innovative options to help you grow your business.

Below is a list of the portfolio strategies offered. For more data and analysis on any of the strategies simply download a Fact Sheet or call your Sheaff Brock representative today.

  • Preferred Stock Income—A portfolio of approximately 25-30 corporate preferred stocks with an objective of high income and capital preservation. DOWNLOAD SHEAFF BROCK PREFERRED INCOME FACT SHEET
  • Covered Call Income—High quality stocks with out-of-the-money covered calls written on every position. The primary objectives are high income from short-term capital gains and capital appreciation. DOWNLOAD SHEAFF BROCK COVERED CALL INCOME FACT SHEET
  • Dividend Growth & Income—A high quality portfolio of about 25 stocks with high and growing dividend income. A “dividend capture” strategy is often used with the goal to enhance our client’s yield. DOWNLOAD SHEAFF BROCK DIVIDEND GROWTH & INCOME FACT SHEET
  • Bulls of the Dow—10 fundamentally strong stocks in the Dow Jones Industrial Average, rebalanced quarterly. DOWNLOAD SHEAFF BROCK BULLS OF THE DOW FACT SHEET
  • IntelliBuilD® Growth—33 fundamentally strong growth stocks analyzed and selected from lists generated by Investor’s Business Daily. DOWNLOAD SHEAFF BROCK INTELLIBUILD® GROWTH FACT SHEET 
  • Real Estate Income & Growth—A fully invested portfolio of publicly traded Real Estate Investment Trusts (REITs) that seeks to generate income and the potential for long-term capital appreciation. DOWNLOAD SHEAFF BROCK REAL ESTATE INCOME & GROWTH FACT SHEET
  • Option Overlay:
    • Index Income Overlay—An overlay strategy on the sale of a put option credit spread on an S&P 500 ETF with the investment objective to generate additional income. A short put is sold, usually 3% out-of-the-money, and that option is paired with a long 'insurance' put, usually with a strike price 15% lower. DOWNLOAD INDEX INCOME OVERLAY FACT SHEET  or CONTACT A SHEAFF BROCK INSTITUTIONAL GROUP REPRESENTATIVE BY FILLING OUT THE QUICK CONTACT FORM ON THIS PAGE for more information.