Investing is easy when your stocks are going higher.
What do you do when they have gone down?
Buy, Sell, or Hold?
Inspire Capital can help you recover stock market losses with our Portfolio Recovery strategy. We actively manage this strategy for a select group of investors.
Who can benefit most:
Serious investors who wish to recover their equity losses.
How it works:
We conduct a portfolio evaluation tailored to your individual needs at no charge. We analyze your particular situation to determine whether it fits our Portfolio Recovery criteria. If so, we’ll then create an individualized, strategic plan to recover your stock market losses. Most plans highlight the use of a complex, actively managed, collar strategy making use of market traded, equity options. In this situation, we use protective puts to limit downside risk, and sell covered calls to generate income. The majority of our potential investment gains will likely be derived from covered call income.
If your situation does not fit our Portfolio Recovery criteria, we are happy to work with you to create an Inspired solution.
How we’re paid for our services:
We charge a percentage of assets under management for our services. We do not sell commission based products. Inspire Capital is independent from any other financial service providers.
Inspire Capital manages many different account types such as:
- Individual, Joint Tenant, Partnerships
- IRA’s (Traditional, IRA Rollovers, Inherited IRA’s, Roth IRA’s)
Clients maintain separate accounts at Scottrade, Inc.
Michael McKee, CFP®
115 N. Maitland Ave.
Altamonte Springs, FL 32701
Past Performance is no Guarantee of Future Results.