Simple Portfolio Protection For Any Client

Your clients have protection on their home and car. Why not their portfolio?

Adaptive’s 3 step process streamlines’s downside protection

  • upload client’s portfolios with one click
  • Limit the portfolio’s risk by choosing how much downside is acceptable in what timeframe
  • Index let adaptive’s tool calculate which market index is the best fit for the portfolio and recommend an options strategy based on that index. Individual holding’s Options strategies also availble.