Why Advisors Are Enhancing Client Income by Using Options Overlay ETFs

Clients are expecting more positive outcomes for their fixed income allocations as we close out 2023. Advisors are getting creative by enhancing their income streams by looking at new and innovative strategies.

The experts at NEOS Investments will take you beyond traditional investment options to the next evolution of income-focused ETFs that seek high monthly income and tax-efficiency across core portfolio exposures that may be less sensitive to current market risks.

You’ll also hear from a fellow advisor and former MLB pitcher, Scott Karl, who will share some inside baseball on navigating these challenges and setting client portfolios up for success, even when you’re thrown a curveball.

September 11, 2023
11am PT | 2pm ET
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Topics will include:

  • Seeking reliable income while managing for the long term.
  • Why it makes sense to look beyond common income-producing ETFs in the context of current markets
  • An overview of a suite of ETFs that seek high monthly income & tax efficiency
  • Your implementation guide on how to potentially use them in client portfolios


Garrett Paolella

Co-Founder, Managing Partner
NEOS Investments

Scott Karl

Financial Advisor (and MLB Veteran)
Axxcess Wealth Management

Tom Lydon

Vice Chairman

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Important Disclosures

Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF’s prospectus containing this and other important information, please call (866) 498-5677 or view at neosfunds.com. Please read the prospectus carefully before you invest.

Investments involve risk. Principal loss is possible.

NEOS ETFs are distributed by Foreside Fund Services, LLC.