Why Register with OIC Advisor?

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:

  • Options Help Desk
  • Special Programming
  • Web Content Sharing
  • Client Materials
  • Participate in Events / Programs - See More>
  • Register today and we’ll send you a free copy of “An Investor’s Guide to Trading Options”.

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    Advisor E-Newsletter

    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.

    Featured Webcasts & Podcasts

    5 Ways to Build Stronger Portfolios

    • Generate Income. Write covered
      calls.
    • Protect Portfolio Gains. Lock-in clients' profits.
    • Hedge a Position. Create a collar, protect price.
    • Diversify a Portfolio. Purchase
      Calls.
    • Increase Exposure. Implement strategic asset allocation.

    Industry News

    The Striking Price
    Timing Is Everything in a Riot - March 15, 2010
    Options-conference economists see dark shadow over markets.

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    OIC Financial Advisor Engagement Study - December 2009

    Client Strategies for Advisors

    Options Help Grow Practice, Retain AUM

    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."


    Read more

    Fundamentals

    The Value of Options Clients

    The Value of Options Clients

    By almost every measure, clients that invest in options are more attractive. They are more affluent, better educated, and more likely to hold diversified portfolios. Get the full picture of options clients in the Harris Interactive Survey.

    Advanced Concepts

    Collar Strategies Outperform Buy and Hold

    Collar Strategies Outperform Buy and Hold

    This study reaffirms the risk management potential of options, finding that during the entire 10-year study period, including the sub-periods around the tech bubble and credit crisis, collars significantly outperformed the QQQ, providing much needed capital protection. Read the summary version or the full white paper to learn more.
    Options Can Aid in Portfolio Recovery

    Options Can Aid in Portfolio Recovery

    With this one-by-two options strategy—also called an option repair strategy—you can help a badly damaged portfolio break even without taking on additional risk. Find out more in this Q&A with Alex Jacobson, an instructor for The Options Industry Council.