Helping advisors solve today's most difficult investment, risk, and tax challenges
the Benefits Of Having An
Option Overlay Strategy with SpiderRock Advisors
For Clients
Investors seeking customized risk management and income solutions can access a wide range of solutions.
- Reduce Risk without triggering a Tax Bill
- Generate Portfolio Income from new sources
- Address the risks of your largest stock holdings
For Advisors
With high-touch service start to finish, deep custodial integrations, and world-class technology, SRA will make it easy for you to address your client’s most pressing challenges
- Generate more income without changing your asset allocation
- Reduce Portfolio Beta without triggering Tax Consequences for your clients
- Bring concentrated stock positions under your management and help clients address this serious risk
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.
SpiderRock Advisors is
part of the BlackRock Family
In June 2023, SpiderRock Advisors announced a partnership with Luma Financial Technologies to provide financial professionals with direct access to structured note replication strategies via Separately Managed Accounts (SMAs).
For more information visit https://lumafintech.com/
The SpiderRock Advantage:
Technology + Expertise
Delivering on our promise to provide the most customizable derivatives solution in the industry requires a combination of world-class technology, as well as deep derivatives expertise.
