Short Put Yield

Short Put Yield is a small, independent registered investment adviser that provides portfolio management and investment advisory services to individual and high-net-worth clients, with a separately managed account program focused on options-based income generation alongside retirement and tax-planning advice. The firm accepts clients who meet a minimum account size requirement and maintains a concentrated client base.

The firm’s investment approach centers on trading short-dated options — both long and short positions and spread strategies — within discretionary separately managed accounts, integrated with traditional asset-allocation, technical analysis, and both short- and long-term holdings. Notably, the strategy routinely employs margin borrowing and other derivative exposures in client SMAs to pursue income, an operating feature that is uncommon among independent advisers.

Distinctive aspects of the firm include the principal’s advanced credentials (a Ph.D. in economics and the CFA charter) and experience operating an investment-focused blog and a fintech startup, which inform the firm’s analytical and retirement-planning capabilities. The firm also provides standalone retirement and tax-planning consulting for more complex situations and emphasizes tax awareness and coordination with external tax professionals.