Give Your Clients an Upside Opportunity, While Protecting the Downside

Adaptive tools for hedging with tax-smart index options can help your clients get and stay in the game, even if they’re worried about downside risk.

For your clients who are considering committing more to the market but are concerned about potential risks—or questioning whether to stay the course—Adaptive Shield analytics for identifying cost-effective index hedges makes investing new capital less of a concern.

Join options vet Mike Tosaw who will show you how Shield helps investors and advisors make use of publicly traded put options to manage risk while investing for long-term growth potential, and at the same time efficiently positioning to make use of inevitable downturns.

Mike will also discuss how downside protection can be a key factor to attract and retain new clients