We look first
to protect your capital, so you
may continue to enjoy your
At Coastwise, we possess extensive and unique expertise with using sophisticated options trading techniques in conjunction with high quality, dividend paying stocks to achieve our clients' unique investment objectives. Options can be used for:
Reducing portfolio volatility
Providing downside protection
While options can be used in aggressive ways (and for those who qualify, Coastwise can implement such a program), in general Coastwise uses options as an overlay on a portfolio of high quality stocks to make the portfolio more conservative. Options can also be used to mitigate broad market or concentrated position risk.
The use of options is an intricate, time consuming, yet potentially effective means to achievevarious investing objective for our clients. Coastwise uses our expertise in options to mitigate concentrated position risk and also to protect against large market movements known as 'tail risk'. The use of options can provide flexible, precise downside protection in a manner that is far easier to understand than implemented by some hedge funds or other complex and costly vehicles. Examples of the customized options strategies employed at Coastwise include:
Short Put Sales
Long Put Purchases
Tail Risk Mitigation
Concentrated Position Hedging
To receive additional information about our options strategies, CLICK HERE.