Coastwise Options Education

With ever increasing volume in the options market, honing these trading techniques can help you better navigate volatile derivatives transactions.

The Program

Options education with Coastwise Capital Group puts you in a one on one educational seminar (in person or via zoom) with one of our highly experienced Financial Advisors, where they and other team members will provide their combined experience in derivatives to better equip you for entering the market. With more than 30 years of experience trading options, it is the goal of Coastwise to teach our consultees safe and effective ways to capitalize on the options chain while also helping shield your portfolio (as effectively as possible) from downside risk.

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Learning Goals

Call Options

Learn the in's and out's of selling covered calls, buying calls long, and selling naked calls.

Put Options

Learn to buy long puts and sell short puts to protect against downside risk and profit from market volatility.

Hedging & Concentration

Use options to hedge concentrated positions and replace stock ownership.

Income Strategies

Learn to generate passive income, how to manage positions, and ultimately use options to profit from market and individual stock movements.

Steps to Enroll

Submit the Questionnaire

We want to use your time as effectively as possible, with this in mind we ask that all consultees fill out an investment experience questionnaire. With an idea of your trading experience/history we are better able to tailor the program to your needs

Schedule Your Consultation

Coordinate one on one with your instructor / advisor to determine a lesson schedule that works well for you.

Learn Your Way

Decide on the techniques and practices you most want to hone, in order to improve your trading with options instructors who have decades of market experience.

Coastwise Capital Group, LLC is an award-winning boutique investment management firm located in La Jolla, CA. With intelligence and integrity, we seek to protect and grow the financial assets of individuals, families, and institutional investors worldwide, giving them the freedom to live richer more fulfilling lives.

Specified investment information is provided for informational purposes only and should not be deemed as a recommendation to purchase or sell or the solicitation of an offer to buy an interest in any security.

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Thank you!