VOLT Information

An active optimization process that turns concentrated stock into cash — minimizing the tax bill that normally comes with selling. Personalization Engine. Actively Optimized. Many overlay managers scale by simplifying — fixed strikes, fixed tenors, sleepy management, shared models. That leaves after-tax value on the table. Our proprietary options technology scales active personalization for each client: unique income targets, real-time optimization on every roll, and FLEX liquidity across most stocks with size. The VOLT Strategy Menu allows wealth advisors and asset managers to select the Optimal Income solution for their Personalized Tax-Neutralization function. VOLT™ is an option overlay strategy for the tax-neutralization and liquidation of concentrated stocks, managed by Yayati Asset Management, LLC.