Best Financial Advisors in Meridian, ID

Among other benefits, the results can be more money, less risk, increased diversity, more income and more flexibility than holding the actual shares of stock.

Added interest, improved tax structure, lower fees and limited losses can all contribute to the performance of an IOP. Results will vary, but the risks and potential benefits are known and evaluated ahead of time.

One of the main purposes of structuring investments with an IOP is to significantly lower your current risk while maintaining, and in most cases, enhancing performance. We use options in very controlled, conservative ways that limit losses and reduce overall risk.

We are confident in the value we bring to your portfolio and are passionate about improving its performance. If you do not feel like you are better off by having your investments managed by Desert Rose Capital Management, let us know and we will waive the fees in your account for the previous quarter. Because of this satisfaction guarantee, your fees may range from $0 to 2% or somewhere in between depending on the size, complexity and customization of your portfolio.

In bull markets, the performance of an IOP is generally enhanced when compared to traditional investing. In bear markets, especially in extremely bear markets, your IOP account should significantly outperform a traditional, stock ownership type portfolio. With an IOP, bear markets can actually be very beneficial, especially for long term investors.