Sensus Wealth Management Group LLC Information

OPCIÓN Investment Strategy (OIS®), a division of SENSUS Wealth Management Group LLC, implements the firm’s option investment advisory service for client accounts. SENSUS Wealth Management Group LLC (SENSUS Wealth®), a Texas limited liability company and registered investment advisor, began managing assets in June 2011. OPCIÓN Investment Strategy (OIS®), a division of SENSUS Wealth Management Group LLC, claims compliance with the Global Investment Performance Standards (GIPS®). STRATEGY OVERVIEW OPCIÓN Investment Strategy (OIS®) is a unique alternative investment that produces high income using a proprietary option investment strategy. OIS® generates return by selling "vertical spreads"​, which are two-legged option strategies primarily using the S&P 500 Index® as the underlying security. OIS® is designed to be highly liquid and has low historical correlation to other asset classes such as stocks or bonds. KEY BENEFITS • A new, alternative source of high income with less capital commitment • Portfolio diversification: low correlation to other holdings • Hedged protection: capital loss potential is limited (pre-defined) on each position • Targets an absolute return rate of 2% - 4% monthly (gross) • Attractive tradeoff of downside risk/upside return potential • Strategy invests primarily in highly liquid index options • Management team has extensive options experience and knowledge • A successful track record of high returns STRATEGY METHODOLOGY • A highly disciplined research approach • Invest when target return exceeds risk assessment • Invests primarily in liquid options on S&P 500® indexes • Returns are driven by the natural time decay of near-expiring options; positions must have near-term expirations (typically within 30 days) • Strike price must be “out-of-the-money” • Option must have a high probability of expiring worthless