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Bring option-based strategies to your book.
For RIAs and institutional investors. Tell us what you’re working on — model portfolios, a VOLT™ overlay for a concentrated position, or both.
Model portfolios
The Guardrail Strategies — option collars with defined loss limits, run across your book.
VOLT™ overlays
Tax-smart covered-call overlays for clients with concentrated stock positions.
Institutional governance
Derivatives expertise led by CIO Jerry Chafkin. Registered Investment Adviser.