Covered Call Strategy Division
An income strategy run on our own capital
This division is closed. It manages firm capital, trust capital where Equity Partners International serves as trustee, and the personal accounts of the team that runs it. It does not accept outside investment and is not an offer to manage anyone else's money.
What This Division Does
A dedicated team runs a covered call strategy built on covered call ETFs. The objective is current income from option premium, on positions the firm is content to hold, rather than capital appreciation.
Because the strategy is implemented through exchange-traded funds rather than contract-by-contract on individual names, it is transparent, liquid, and does not require the trading infrastructure that a bespoke option overlay would.
Whose Money It Manages
Firm capital
Equity Partners International's own balance sheet. The strategy is one of the places proceeds from the other divisions are put to work.
Trusts where we serve as trustee
Where the firm holds a trustee role and the strategy fits the trust's income objective, covered call positions are used inside those accounts.
The team's own accounts
The people who run the strategy run it in their personal investment accounts as well. They hold what they manage, on the same terms, at the same time.
Why It Sits on Its Own
Covered call income behaves differently from the rest of the portfolio. It is not a growth allocation and it is not measured like one. Keeping it as a separate division, with its own team and its own mandate, keeps that distinction clear — to the family, to trustees, and to the advisors who see the results alongside the rest of the firm's positions.
Questions About the Strategy
For family members, trustees and the advisors who hold our accounts.
CoveredCalls@equitypartnersus.com