michael.pendergrass
Acronym
Adaptive Investment Solutions, LLC
Product ID
Adaptive-One-Click-Downside-Protection
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Description
Personalized hedging to dial down risk & limit portfolio losses.
Images
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Details
- Select Protection Period. You have control over the duration of the Protection Period for the portfolio’s downside protection, from as short as one week to as long as one year. One month and three months are common selections.
- Select Protection Level. You have control over the percentage of the Protection level for the portfolio’s downside protection, from 80% to 100%. 90% and 95% are common selections.
- Buy Market Shield. Purchase a guaranteed One-Click Market Shield contract directly from Adaptive or Do-it-Yourself from customized shopping list of put options and a liquid-market index with a close fit.
Features
Personalized hedging to dial down risk & limit portfolio losses:
- Easy. Just select a target risk or protection level.
- Personalized. Live analysis of client & model portfolios.
- Cost-Effective. Protection tracks liquid market indexes.
Management Style
Schwab Products
Solution