Request a Free Portfolio Impact Analysis
Active Options Strategies for Active Markets
See How ACTIVE Options Strategies Can Help Portfolio Weather ACTIVE Markets
FOR FINANCIAL PROFESSIONAL USE ONLY
Let our team provide a FREE portfolio analysis of how may improve portfolio risk/return metrics.
See the benefits of Implementing Hedged Equity in Your Client Portfolios.
Step 1: Complete this short request form.
Step 2: Objectives Meeting (Typically 10-15 minutes)
Our advisor consultants will set a time for a virtual meeting to discuss your current model(s), strategic allocations or risk-targeting criteria, associated client goals and objectives such as:
- Lower overall portfolio beta and volatility
- Minimize max drawdown risk
- Mitigate risks in specific asset classes
Step 3: Share Model Portfolio Holdings
That's it. You will then receive your impact analysis report!
This report will simulate the impact of substituting appropriate allocations, based on your expressed objectives, with our hedged equity strategies. (Example: 10%, 15%, 30% allocations to hedged equity)