Where Advisors Go for Options
Turning Concentration Into Opportunity
In managing options strategies for our own clients, we found ourselves solving problems that other advisors face every day. Chief among them: How to help clients with highly concentrated stock positions.
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No advisor would ever recommend putting all a client’s wealth into one or two holdings, but we all know clients who arrive that way.
The question isn’t how it happened...
It’s what you do next.​​​
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We’ve built and managed option strategies designed to give advisors more tools for those exact conversations:
For clients who want to keep a concentrated position but make it work harder
For clients who want to hedge downside risk but stay exposed to upside
For clients seeking additional return potential on top of a fully invested portfolio
For clients who want to gradually reduce exposure while minimizing taxes
We also offer strategies that mirror the core outcomes of today’s most popular structured solutions, without the lockups or complexity:​
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Defined Outcome
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Buffer
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Over-Write
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We’ve spent over a decade managing real options portfolios through every kind of market. We know the nuances, we know the client questions, and we know what it takes to make options work for advisors, not against them.
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