Understanding covered call overlay strategies
Educational material for advisors and clients evaluating the AcuBooth covered call overlay program.
Covered call fundamentals
What is a covered call? A plain language guide
Selling the right to buy a stock you already own at a specified price by a specified date, collecting a premium upfront.
Read in GlossaryIndividually managed overlays vs. ETFs
An individually managed overlay applies the strategy to a specific client's positions with account level parameters.
Learn moreRisks of covered call writing
Covered calls cap upside, carry assignment risk, and generate variable income. Material risks to discuss before enrolling.
Learn moreHow the AcuBooth overlay works
How covered calls are written, how premiums are credited, and how the advisor of record retains their relationship.
Platform overviewUnderstanding overlay fee structures
Overlay fees are assessed on the managed sleeve, not the entire portfolio.
View pricingRegulatory considerations for advisors
Disclosure, client suitability, and documentation considerations when adding an overlay manager.
Learn moreStrategy, insights, and education
Why covered calls outperform in sideways and slowly rising markets
Challenges the assumption that covered calls only work in flat markets, with real return math across regimes.
Read postHow RIAs are adding covered call overlays without changing custodians
The overlay model removes the operational friction of a custodian change entirely.
Read postImplied volatility and premium income: what every advisor should know
A plain English guide to implied volatility as the single biggest driver of covered call premium.
Read postAssignment risk: the part of covered calls nobody wants to talk about
Reframes assignment as the strategy working as intended, not a failure state.
Read postUsing covered call roll losses to offset short term capital gains
The tax treatment behind the Tax Offset case study.
Read postSEC compliance considerations for RIAs using overlay programs
Disclosure requirements and suitability standards to review with compliance counsel.
Read postAdvisor FAQ
This is a short preview. See the full FAQ page for the complete list.