Options are a powerful tool in building your business. They provide you with more alternatives and greater versatility for managing your clients’ portfolios. At OIC Advisor you'll learn everything you need to know about options, and how they can help your clients achieve their investment goals. OIC is ready to help you build your business offering the following items:
Register today and we’ll send you a free copy of “An Investor’s Guide to Trading Options”.
Find client strategies, options news and more in the OIC Advisor E-Newsletter. Sign-up today by entering your email address so you don't miss an issue. You will receive an email to confirm your subscription.
The above links lead to a 3rd party web site. See our user agreement for more information.
In 2009, Tim Moran's business grew by more than 30%, and one of the tools he used was options. "Covered calls, selling puts, and credit spreads are all strategies that appeal to clients and for those who are holding large positions; straddles," he said. "This is often a way I get new business. The client has a sentimental attachment to the position because they inherited it or an emotional bond to a company where they used to work. Using options removes some of the risk from holding that position."