Laidlaw Wealth Management has joined forces with SpiderRock Advisors, an asset manager specialising in offering customised option overlay strategies.
The tie-up will make SpiderRock’s strategies available to Laidlaw advisers.
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SpiderRock president and CIO Eric Metz said: “At a time in the markets when risk management is essential, we are excited to work with the Laidlaw advisers and their clients to customise their desired solutions around risk and reward.”
SpiderRock offers option strategies tailored to a client’s unique portfolio such as individual equities, ETFs as well as mutual funds.
The firm claims that the inclusion of option overlays in investment portfolios enables effective risk management as well as supports “superior risk-adjusted returns”.
Commenting on the alliance, Laidlaw CEO Rick Calhoun said: “Partnering with one of the premier names in option trading technology, SpiderRock Advisors, allows us to deliver customised strategies to individual investors at a scale and cost that didn’t previously exist.
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By GlobalData“Also, in keeping with our strategy to provide Best In Class solutions to both our Financial Advisers and their clients, SpiderRock will act as our outsourced hedging and monetisation partner.”
Laidlaw has operations in New York City that serves as its base along with London, San Francisco, Greenwich, Boca Raton, Toms River, and Melville.
