For financial advisors & RIAs
Bring protection into client conversations.
Compare options-based strategies for your clients' stocks and ETFs. Make the downside, upside, and costs clear, then implement in-house or discuss a managed overlay.
Protection at a glance
SPY · 336 days to expiration
Offset the cost of downside protection by accepting an upside cap.
Buy a put and sell a call against the holding. The call premium helps fund protection in exchange for limiting potential gains.
If SPY at expiration
Strategy return
Max loss
-10.0%
Upside cap
+12.0%
Premium paid
$85
As of Oct 29, 12:41 PM ET
10% max loss target · 336-day horizon · 100 shares
Values before expiration can differ. Outcomes depend on execution and stated assumptions.
Manage it yourself
Use Parity Outcomes to model strategies, compare trade-offs, and prepare trade tickets.
Provided by Parity Outcomes, Inc.
Have us manage the overlay
Work with Parity Investment Management to implement and monitor an agreed options strategy. You retain the client relationship.
Provided by Parity Investment Management, LLC
Discuss Managed OverlaysBuild the strategy. Understand the trade-offs.
Start with the client's holding, protection objective, and time horizon. Parity helps you compare available options-based approaches and examine the resulting exposure.
Set the objective
Select the stock or ETF, investment horizon, and protection parameters.
Compare the choices
Review available strategies, costs, downside exposure, and upside limits.
Review the evidence
Examine the payoff, trade details, and available historical analysis before discussing implementation.
Downside floor. Capped upside.
per 100 sharesMax loss
-10.0%
Upside cap
+12.0%
Premium
Paid $85
As of Oct 29, 12:41 PM ET · Illustrative payoffs at expiration
Included: option premiums. Excluded: commissions, fees, taxes, and bid/ask spreads.
Make the trade-offs easier to explain.
Bring the downside, upside, and assumptions into one clear discussion. Review a sample analysis to see how a strategy's structure and historical results are presented.
Illustrative historical analysis. Hypothetical results.
Compare and explain scenarios to your client in plain English.
Model up to three protection strategies on one position and compare them side by side. Each scenario shows the trade-offs in dollars and percentages, plus a plain-English explanation your client can actually understand.
Side-by-side comparison
Collar, buffer, and covered call on the same position. See max loss, max gain, and cost at a glance.
Plain-English explanations
Each strategy gets a one-sentence summary and a "best when" note, so your client understands the trade-off.
Client-ready PDF
Download a branded report with the comparison, payoff chart, and plain-English summary for your client meeting.
Illustrative hypothetical example. Not a recommendation.
Your client relationship. An additional protection toolkit.
Use Parity to research and evaluate options-based strategies for client holdings. Advisors determine suitability and implement trades through their clients' custodians, subject to account permissions and options approval.
Analysis tools are provided by Parity Outcomes, Inc. Investment advisory and management services, where engaged, are provided separately by Parity Investment Management, LLC, a Tennessee-registered investment adviser.
Bring protection into client conversations.
Model strategies, compare trade-offs, and implement, or let us manage the overlay.