Gyroscope Capital Management Group LLC

Gyroscope Capital Management Group, LLC is a registered investment adviser specializing in Covered Call Transition Strategies, Optimized Listed Options, and Large Capitalization equity and ETF portfolios with an option overlay. Established in 2006 and based in Naples, Florida, the firm was majority-owned by CW Gyroscope, LLC in 2022. Gyroscope offers various Portfolio Advisory Services and Financial Plan Based Investing, focusing on individualized financial plans to meet clients' strategic life goals. The firm also provides Concentrated Stock Strategies like Covered Call Transition Strategy and Optimized Listed Option Strategy. Gyroscope manages seven specialized separate account strategies, including Active Income Strategy and Large Cap Dividend Income Strategy. The firm participates in wrap fee programs and separately managed accounts, with fees negotiable based on client complexity and assets under management. Gyroscope is a fiduciary acting in the best interests of clients and does not charge performance-based fees. The firm's investment strategies include fundamental and technical analysis, with a focus on long-term and short-term purchases, option writing, short sales, and margin transactions. Clients have investment discretion with the ability to impose restrictions on securities investments. Gyroscope does not have any reportable disciplinary events and maintains a Code of Ethics to ensure compliance and integrity in its management practices. The firm discloses its brokerage practices, including trade aggregation and selection of brokerage firms. Gyroscope also provides information on client referrals, custody, voting client securities, and financial information, demonstrating transparency and commitment to client interests.