Parity explores collars, buffers, and covered calls for stocks and ETFs, helping you compare downside protection and upside potential across 114 pages.

Managed Overlays

Managed options overlays for advisors

Parity Investment Management, LLC implements and monitors options hedges on your clients' positions, in the accounts they already have.

How it works

1
You choose the positions and the protection you want.
2
We agree on written parameters: structure, protection level, cap and term.
3
We place and monitor the options at your clients' custodian.
4
We roll or adjust within the parameters and report to you at least quarterly.

What you keep

The client relationship, the underlying holdings and the custodian. We manage only the options.

Fees

Up to 0.30% per year of hedged assets, billed to your firm quarterly. Negotiable.

Strategies

Collar

limits downside and caps upside

Protective put

limits downside for a premium

Covered call

generates income; no downside floor

Buffer

absorbs a set range of losses; upside capped

Talk to us about a managed overlay

Investment advisory services are provided by Parity Investment Management, LLC, a Tennessee-registered investment adviser. Parity Outcomes, Inc. and Parity Investment Management, LLC are under common ownership, which gives Parity Outcomes a financial incentive to introduce you to Parity Investment Management. Registration does not imply a certain level of skill or training. Options involve risk and are not suitable for all investors. Hedges apply only to covered positions over the stated term, and clients can still lose money.