Access to Customized Option Strategies
DELIVERING THE MOST CUSTOMIZABLE OPTION OVERLAY STRATEGIES IN THE INDUSTRY.
Using proprietary technology developed over decades, SRA offers investors the ability to change their risk and income proflile, regardless of their current underlying holidings, without changing portfolios.
Customization & Personalization
Improving Portfolios of all Shapes and Sizes
With the lowest investment minimums in the industry and no accreditation requirements, SRA provides solutions to investors of all portfolio sizes.
Fiduciary, not Counterparty
Our client’s best interest is our only guiding principle. As a Fiduciary in all of our mandates, we work to minimize costs and deliver the best possible outcomes for clients.
SRA works with you
step by step to identify client goals and risks, then helps to create a custom plan for each situation
Reading in client holdings and tax lots in concert with a dialogue around goals and challenges, SRA begins our analysis phase. Leaning on proprietary technology, we use live market data to assess the opportunity set, then we create custom proposals to help illustrate the benefits and tradeoffs of proposed strategies.
We analyze your portfolio
Portfolio beta, tracking error, tax lots and concentrated exposures all factor into our analysis process to help identify challenges in the portfolio.
We create custom proposals
Consultation
Find the strategies that are right for your portfolio
SpiderRock Advisors’ Strategy Center is your doorway to technology, information and investments that will help your clients portfolios and your advisory practice thrive.
