Get Started
While options trading strategies may be difficult for many investors to implement on their own, Optic solutions are easy to add to nearly any portfolio.
Learn how you can get started today!
What Best Describes You?
I am an Individual Investor
I am a Financial Advisor
I am an Individual Investor
Here is how we work with you or your advisor to get you started quickly:
- We will open a custodian account for you at Schwab or Fidelity for your new Optic strategy, whether it be SPY Optic, Div Optic, Growth Optic, or TLT Optic.
-OR-
We will help you add us as an advisor/sub-advisor to your existing account so we can implement the Optic Portfolio Overlay or the Optic Single Stock strategy. - We will work with your custodian to have the account approved for options trading.
- We will implement your chosen overlay strategy and provide you with visibility into the account, including regular performance reports.
- We will provide you with regular account reviews.
I am a Financial Advisor
We value the relationship you have with your clients, so we provide easy onboarding, transparent reporting, and professional service. We get started with you by:
- We sign a tri-party and/or sub-advisory agreement with you and your client.
- We open an account with Schwab or Fidelity for our funded strategies (Spy Optic, Div Optic, Growth Optic, and TLT Optic)
-OR-
We work with you to add us as an advisor/sub-advisor to existing accounts for our unfunded strategies (Optic Portfolio Overlay and Optic Single Stock). - We implement the strategy, and you have full visibility into the account, transactions, and reporting.
- We do our own billing in accordance with our sub-advisory agreement.