Options Strategies for Any Outcome

Our mission is to broaden adoption of option-based strategies

Our Guardrail family of model portfolios, powered by Yayati's PLASMA platform, use option collars to limit losses on stocks & bonds while preserving return potential, providing the peace-of-mind to remain invested.

There are 3 prongs to wielding options efficiently at scale – Our funds allow advisor a solution to offer them all

Our family of models utilize option strategies around 3 interconnected objectives for each individual

01
1. Risk

We can construct a downside cap a concentrated position or hedge your overall portfolio (e.g., collars).

02
2. Income

We can design an income strategy for you so you can enjoy your retirement and still grow your life savings (e.g., covered call writing).

03
3. Growth

We can help you design a strategy where you get more exposure to growth stocks with less capital, giving you the opportunity to grow your wealth with risk smart strategies (e.g., target outcomes).

Engineered for retirement income.

  • Consistent Income with Loss Limits is an all-weather retirement income solution providing retirees the peace of mind they deserve to spend comfortably while growing their legacy.
  • Consistent Income with Loss Limits is designed to support 6% distributions for life while addressing other retiree concerns including yield predictability, ensuring income and legacy growth keeps pace with inflation, drawdown protection, and liquidity.
  • Each separate account blends 4 diversified income strategies – dividend paying stocks, high yield bonds, covered call writing on growth stocks, and private corporate credit lending – with an options overlay to create an affordable price floor for each asset.
  • Design Objectives:
    • 6.0% distributed annually of investment amount in monthly installments of 0.5%
    • 9.0%+ annually (3.0%+ annually after distributions)
    • 15% cap on individual strategies potential losses over six months
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Jerry has spent his career creating innovative, multi-asset solutions for individual and institutional investors at wall street firms as well as large and boutique investment organizations.

Our Team