Protect your clients from market volatility and declines.

Help your clients prepare for inevitable market volatility.

Take a look at Adaptive’s Options Intelligence Report. The report calculates downside protection cost for each of your clients’ portfolios using cost-effective index put options, along with covered calls for income.

Adaptive’s Portfolio Options Intelligence Report provides clear, effective guidance to shield portfolios from major downturns - while earning income using simple covered call strategies.

Is now a good time to talk with clients about downside protection?

Options Intelligence Report

Options Intelligence Report personalizes potential hedges & call-writing income in a client-friendly, automated single-page summary you control for target risk levels (e.g. 60/40) and income (e.g 0.5%/month).

Set your practice apart & grow your AUM with Adaptive analysis of defined outcome capabilities for existing client accounts.

Adaptive Advisor Pro starts at just $500/month for Options Intelligence Reports on up to 20 client portfolios per month to see a sample report for your clients.

Protect your clients from market volatility and declines.

Help your clients prepare for inevitable market volatility.

Options Intelligence Report

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