Some investors may, at times, wish to employ option strategies as part of their investment portfolio. Options may be used to accomplish a variety of objectives: increasing income, acquiring stock, managing risk, speculation, and hedging individual positions or entire portfolios.
Please feel free to contact SOUND Wealth Management Group to discuss the myriad of option strategies.
Options involve risk and are not suitable for all investors. There is no assurance an investor will be able to accomplish their objectives by trading options. Each options strategy involves unique risks and complexity. When appropriate, options should comprise a modest portion of an investor’s portfolio. Prior to the initial purchase or sale of an option, an investor must receive a copy of “Characteristics and Risks of Standardized Options” (ODD), which is available from SOUND Wealth Management Group. Supporting documentation for options strategies will be supplied upon request.