Big Income Program

There are few good alternatives for conservative, passive investors who desire superior income generation. These investors are typically forced into risky investments with the hopes of earning even an “adequate” rate of income.

The Solution: Inspire Capital’s “BIG INCOME” Investment Program

  • Michael McKee, CFP® is an expert at creating income. Mike’s company, Inspire Capital Management, LLC., is an independent, Registered Investment Advisory.
  • Mike will provide each prospective client with a no-cost, investment evaluation to determine their optimal income potential.
  • The income goal for a typical investment portfolio is at least 12-15% income annually net of Inspire Capital’s management fee.
  • Mike creates a customized, income generation strategy for each client.
  • Mike actively manages each client’s investments to minimize risk, maximize income, and maintain liquidity.
  • Each client is provided with insurance as needed to protect against capital losses. The insurance will be in the form of protective puts. The use of protective puts may lessen the annual income goal based upon the amount of insurance needed.
  • For taxable accounts, Mike has created a methodology designed to limit tax exposure. In simple terms, it’s possible most of the income may be tax free.
  • Inspire Capital charges a 2% annual management fee based upon assets under management and never charges sales commissions.
  • Clients have separate accounts at Scottrade/T.D. Ameritrade.

Who Can Benefit Most

Conservative investors interested in superior income generation.

Collared Income

Most investors wish to earn above average investment returns.

Most investors take on way too much risk.

Most investors face the very real possibility of catastrophic losses.

The Solution:

Inspire Capital’s “Collared Income” strategy. We have designed an investment strategy to greatly limit risk in any market environment while maintaining the potential for consistent, above average returns. We actively manage this strategy for select clients. (more…)

Concentrated Equity

An employee stock option program can be a great thing,

if your highly concentrated stock portfolio does well.

If not… You face the very real possibility of catastrophic losses.

The Solution:

Inspire Capital’s “Collar” strategy. We have designed a tax advantaged, investment strategy to greatly limit the risk inherent in a concentrated equity portfolio. We actively manage this strategy for select clients. (more…)