In The News

Luma Financial Technologies and SpiderRock Advisors Partner to Offer Structured Note Replication Strategies

The traditional 60/40 portfolio—a mix of 60% stocks and 40% bonds—is suffering through one of its worst periods in history. Although the demise of the 60/40 portfolio has been predicted before, investors may now face a new regime of high inflation and rising correlations between equities and fixed income.

SpiderRock Advisors’ own Eric Metz recently joined the Animal Spirits podcast for a great discussion focused on the many use cases of option overlays. Specifically, ways to de-risk concentrated stocks, portfolios, and use options as a tax loss harvesting tool.

WealthManagement.com published Dave Donnelly’s, Partner and Managing Director, thought piece on put selling in today’s market in their MidYear Outlook…

NEW YORK–(BUSINESS WIRE)–BlackRock (NYSE: BLK) and SpiderRock Advisors have entered into a strategic venture to expand access for wealth firms and financial advisors to professionally managed, options-based separately managed account (SMA) strategies.

SpiderRock Advisors is a leading provider of customized options strategies in the U.S. wealth market and manages approximately $2.5 billion in client assets as of March 31, 2021.