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Episode Info:

Have you ever wondered what the potential benefits might be to having an options overlay strategy in your clients’ portfolio? Eric Metz, president and CIO of SpiderRock Advisors, explains how modernizing your approach to risk will help you meet your clients’ demands. 

In today’s episode, host Doug Heikkinen speaks with Eric about the pathway that led him to SpiderRock Advisors. Plus, Eric discusses the collateral library that helps illustrate the merits of what they do each day with their derivatives-based strategies.

In this episode, you will learn:

  • About the customized option strategies that SpiderRock offers 
  • Why de-risking is a focal point in SpiderRock’s client conversations
  • How they position client portfolios when the market is at an all-time high
  • About SpiderRock Advisors’ trajectory
  • Eric’s advice for aspiring entrepreneurs who are afraid to take the next step
  • And much more.

Tune in and listen to Eric speak about how his team has built a business that advisors can trust.

Resources: SpiderRock Advisors | Eric Metz

 

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