60/40 Financial was created out of a need to help educate and serve financial planners, investment advisors, hedge fund manager, and self-directed investors. 60/40 Financial focuses on taking a market neutral strategy using options to enhance any portfolio. In short, we collect option premium on far out-of-the-money (OTM) options on broad based indexes.

We practice proactive trading where we define, in advance, the maximum risk and reward for each position.  We focus on managing risk and position sizing in our model portfolio. Risk management and position sizing may not be sexy, and we don’t promise 60% returns each month. However, by doing this, we minimize risk and can grow investments at a rate rarely seen in mutual funds and other such often used financial vehicles.