Advantages of the Portfolio Cashflow Management Strategy


Clients who hold existing stock positions can transfer those stock positions for management using Portfolio Cashflow Management’s proprietary option strategies. Using these strategies, Portfolio Cashflow Management generates monthly income for our client’s without selling the underlying stock positions.

 

As a result of our unique skill set and the use of our proprietary strategy, we enable clients to retain their existing stock holdings, maintain control over their account and receive a monthly cash flow from their assets.

 

  • Generate monthly income from stock portfolio.

  • Maintain stock positions for long term growth.

  • Minimize risk through cashflow generated.

Investors who could benefit from Portfolio Cashflow Management strategies are:

  • Investors who hold stock portfolios and would like to generate a monthly income stream from their holdings, regardless of market direction.


  • Investors who own large positions in various stocks and would like generate monthly income and hedge market risk.


  • Investors with cash to invest looking for a strategy that provides consistent monthly income regardless of market direction.




Open and Transparent


An important feature of Portfolio Cashflow Management's service is the open and transparent nature of our investment accounts. Unlike strategies such as hedge funds or o ther pooled investment schemes which are opaque and often secretive, each PCFM client has an individual, separate investment account. PCFM clients can access their accounts and view holdings at any time simply by logging into their online brokerage account. This feature allows clients full and unrestricted 24 hour access to their investment account where they can see current holding, past trades, portfolio values and more. The PCFM process is 100% individual and transparent.