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Home > Financial Services > Stock Brokers > Kelmoore Investment Company Inc.
Kelmoore Investment Company Inc.
Kelmoore Investment Company Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
This is an asset management firm focused on the singular strategy of attempting to maximize realized gains through the implementation of the Kelmoore Strategy. Based in Palo Alto, California, this company is an independently owned, licensed general securities broker/dealer and registered investment advisor.
All three of the Kelmoore Strategy Funds are based on the investment philosophies and disciplines. It is through the use of the underlying equities in unison with the sale of covered options that will allow the Funds to form cash-flow producing investment vehicles.
This cash flow can be used to enhance returns to the fund or counteract losses in the portfolio to the extent that cash produced offsets the movement of the equities held. They thus provide the opportunity for enhanced cash return potential over time.
All three Funds invest in equities and are subject to price fluctuations. These fluctuations may cause the value of the shares to be more or less than when originally purchased. There is no guarantee that the Funds will achieve their goals.
Covered option writing involves risk and is not suitable for everyone. Selling covered call options may limit gains in a rising market. The underlying shares of stock could be worth more or less at liquidation.
Losses may occur due to lack of liquidity in connection with the purchases and sales of portfolio securities, forced liquidation of securities underlying the options, or market fluctuation.
Various risks of selling covered options include the risk of unanticipated exercise of the options, lack of liquidity in the options market, decreases in option premiums, and the relatively higher cost of options trades.
A covered option writing strategy may also employ the sale of secured puts as a method of stock acquisition, which, like stock ownership, includes the downside risk of the underlying stock.
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