Potential Client Benefits

The Charitable Pooled Trust (CPT) is one of the most beneficial charitable tools for clients that need income from their investments, but also have a desire to pursue charitable aspirations. 

  • Charitable Tax Deduction
  • Lifetime Income
  • Client Names Charitable Beneficiary
  • No setup fees

Ideal Client Profile

  • Client's with charitable aspirations
  • Client's that need to generate income
  • Client's the would like to reduce their estate
  • Client's with highly appreciated assets

Investment Strategy

The portfolio seeks to generate income through equity-based option writing strategies including cash-secured puts and covered calls. All income and premiums generate from the investment portfolio are distributed to investors on a quarterly basis.

The overall management philosophy is aimed at choosing investments that produce strong cash flow so that the overall portfolio will produce consistent and rising cash flow stream for investors.

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