Option Services
We believe that private investors who use options fall into two categories.
- Investorsuse futures and options as part of an overall investment strategy with the aim of rearranging the risk/reward profile on the underlying shares to suit the overall investment objectives
- Tradersuse derivatives for short-term speculation
In keeping with our philosophy for the use of options as part of the overall investment management process, prospective clients should generally view themselves as 'investors' in the client profile categorisation above.
Structured Trading Services Available
Advisory Option Service
- Minimum Portfolio £50,000
For those who wish to learn a little more about the techniques used, this service employs the same strategies as the Discretionary Option Service but each trade is discussed with the client ahead of dealing. The service includes monthly valuations and all the other benefits of an investment management service.
We are happy to work with clients who have smaller portfolios and wish to write covered options.
Discretionary Option Service
- Minimum Portfolio £250,000
We provide a structured approach to overall investment management using options to redefine the risk profile of each individual investment and to the market as a whole. The portfolio is created and managed based on the client's financial objectives and risk appetite. This service enables our professional option managers to take advantage of investment opportunities as they arise and frees the client from cumbersome administration. Clients receive monthly valuations with regular performance statistics and benefit from all other investment management services.
For more information about our Options service please contact Bruce Williams (bruce.williams@rensburgsheppards.co.uk)
