South Carolina Business Review

Using options to enhance your portfolio

By Mike Switzer

Published November 19, 2024 at 6:30 AM EST

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Mike Switzer, host of the South Carolina Business Review

Stock options are often considered as risky investments. However, our next guest says there are conservative methods of using options to enhance your portfolio and are referred to as option overlay strategies. Mike Switzer interviews Roy Janse, a certified financial planner with Mariner Wealth Advisors in Greenville, S.C.

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Mike Switzer

After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.

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