NewswireToday - /newswire/ -
Chicago, IL, United States, 2007/08/01 - Chicago-based investment advisor Bridge Advisors, Inc. has introduced an options strategy consulting service to help investors better understand how appropriate options strategies may benefit portfolio management and performance.
The firm’s strategy consultants work with advisors, their clients, and institutional money managers to identify suitable strategies for their investment objectives.
For starters, the firm has launched three options overlay programs designed to help clients incorporate conservative option strategies to their core holdings to improve performance and manage volatility risk.
The Portfolio Income strategy seeks to consistently generate income and reduce risk from market fluctuations by writing options on a monthly basis. To profit from the direction of a specific stock, index or ETF, the Leveraged Entry Program uses options to gradually enter into a position with less overall market exposure. The Concentrated Position Program is structured to help CEOs, company executives and other investors generate income and/or reduce risk in an existing long-term holding.
“Options were originally developed to help professional traders and institutional money managers manage portfolio and position risk as they traded millions of shares of stock,” notes Mike Westmoreland, Bridge’s Senior Vice President – Investment Strategies. “At Bridge, we believe options can provide similar value within an investor’s or advisor’s portfolio management scheme. From enhancing income to protecting a concentrated, long-term holding, we help clients adopt conservative option strategies to their core holdings to improve performance and manage volatility risk.”
About Bridge Advisors, Inc.
Bridge Advisors, Inc. (bridgeadv.com) is a Chicago-based registered investment advisor providing consulting services to qualified investors, advisors and institutions seeking direction on option strategies and alternative investments. At Bridge, we help clients better understand the alternative investment universe and the strategies available to them.