Adaptive One-Click Downside Protection

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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.

About Adaptive Investment Solutions, LLC

Adaptive’s powerful fintech platform brings personalized portfolio solutions into the modern world—including one-click downside protection, income generation, and tax-smart risk rebalancing—that otherwise stubbornly remain the bespoke province of ultra high-net-worth advisory clients. Our one-of-a-kind mission is to smooth out the ride—and level the playing field—so investors of all sizes get and stay invested for long-term growth, and make the most of market downturns along the way.

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Portfolio Management, Research & Analytics, Risk Analysis
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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.