Options Strategies for Any Outcome

Our mission is to broaden adoption of option-based strategies through easy to use technology.

Introducing PLASMA, an innovative investment technology for advisors streamlining the design & portfolio management of option-based separate account strategies.

Our Guardrail family of model portfolios, powered by PLASMA, 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 – PLASMA is the only advisor solution to offer them all

In seconds, PLASMA optimizes option strategies around 3 interconnected objectives for each individual

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1. Risk

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

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2. Income

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

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3. Growth

PLASMA 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).

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