“There's a rising interest in option overlays—not just as standalone strategies, but as services tailored to specific investor needs.”

At the MMI Annual Conference, David McNatt of AssetMark, shared how his team is meeting growing demand for income and volatility management through options strategies. Covered call strategies remain a core offering, but the next frontier is applying option overlays on top of existing investment strategies—customized to dampen volatility, enhance returns, or protect key holdings. He explains to Nate DiCamillo of FundFire that AssetMark is actively exploring how to scale this level of personalization across its platform—and it’s clear the future of portfolio construction includes options as a key building block.