Our Services

News & Actionable Investment Ideas

Finding great ideas is about research and discipline implemented in a routine repeatable process. Our process rests on the convergence of three disciplines. We look for valuation, price action and investor sentiment to share a common message, either bullish or bearish, to uncover promising opportunities with acceptable odds for success. Whether you are a high net-worth individual with support from an investment advisor or simply a self-directed investor looking for ideas to safely grow your wealth, we can assist you in finding great investment ideas to help you grow your wealth. For these investors we offer “The Options Edge News & Investment Idea Service.” 

Finding a good idea is not enough for durable and consistent success. How an idea is expressed just as critical for maximizing risk adjusted returns. Sometimes the best way is to buy a stock, ETF, etc. and hold it for a long-term capital gain with a “stop-loss” to exit a trade if circumstances change. Here at TheOptionsEdge.Com, we are options experts, with close to 30 years of experience between up. We generally prefer using a combination of options to “pre-package” our risk when the trade is placed.

Sometimes deciding when to sell an investment is just as difficult as placing that investment in the first place. After we introduce our readers to an idea, we publish follow-up analysis to keep our readers informed of changes in fundamentals and/or market conditions that warrant a change in strategy.

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Investment Advisory & Consulting Services

Many high net-worth investors want more support than our News & Investment Idea Services provide, while still keeping total control of their assets. For these folks, we can create a customized package of Investment and Advisory Consulting Services.  For the high-net worth individual, these services might include an analysis of your current financial condition and the development of an investment and savings plan designed to meet your particular needs and goals. Alternatively, it may focus on certain investments within their portfolio that require dealer scrutiny.

Registered Investment Advisors (RIAs) often need assistance in the use of options to enhanced the returns and yield of their clients portfolios. We work with RIAs to design customized analysis that is consistent with their investment style and risk tolerances of their client base. Furthermore, RIAs are often looking for ways to deepen their relationships with their clients. We assist in this process by helping RIAs educate their clients in seminar and webinar formats. These education events are tailored to the needs and sophistication of the groups to be addressed.

Institutional Hedging Overlay & Asset Management Services

We have a two pronged offering to for the institutional investor. Some institutional investors need help in finding an optimal hedge for either an individual position or an entire portfolio. We provide outsourced analytical services to institutional investors using hybrid optimization tools designed to find the best solution when there are 100s of million of potential solutions. In a portfolio context, the hedging solution is designed to preserve the alpha generated from security selection, while reducing volatility driven by overall market risk. On an individual position content, hybrid optimization can deliver a payoff structure that is both consistent with the investment thesis and the investors risk tolerances.

Many option strategies are particularly well suited for investors who want to minimize their exposure to overall market direction. We can work with institutional investors to help construct zero beta portfolios and/or contract and manage such portfolio given the appropriate level of delegated authority.

Speaking Engagements

Need guest speakers to appear at corporate events? Mike and Mark are available to speak at corporate events designed to educate and entertain your clients. We discuss the general investment environment and options trading trading strategies designed to capitalize on any investment thesis. If you are an investment advisor, looking for education and ideas, you have come to the right place.

Contact us today to find out more!