Loading…
Rubric Advisors · Disciplined Wealth Management · 100% Fiduciary Commitment · Fee Only
Rubric Advisors · 100% Fiduciary · Fee Only
Talk to an Advisor
Investment Strategy
Add income and protection to your portfolio with targeted, risk-defined options positions.
Options can make your core holdings work harder. We layer selective options positions onto existing portfolios to pursue additional income or hedge downside risk — deploying them only when they genuinely fit a client's situation.
Suitability drives every decision. Options carry more complexity and risk than traditional investments, so implementation is tailored to each client's experience, objectives, and risk tolerance. Every position is fully transparent and integrated into your broader financial plan. Start by understanding your risk profile with our free assessment tool.
Important: Options involve risk and are not appropriate for all investors. The use of options can result in losses that exceed the initial investment. Please discuss your experience and risk tolerance with your advisor before participating in any options strategy.
Precision tools layered onto your core portfolio for income and protection.
Covered calls and similar strategies turn your current positions into income-producing assets.
Protective options help cushion concentrated positions and limit losses during volatile markets.
Every options position operates within clear risk limits and full transparency — no hidden complexity.
Options are offered selectively based on each client’s experience, objectives, and risk tolerance. Not suitable for all investors.
Contact us
Let’s discuss whether an options overlay fits your portfolio and risk profile.
Investing involves risk, including possible loss of principal. Past performance is not a guarantee of future results. The information on this page is for educational purposes only and does not constitute investment advice or a solicitation to buy or sell securities. Please review our disclosures for additional important information.