BlackRock Investment Management LLC solicits clients on behalf of SpiderRock Advisors, LLC. BlackRock is not an investment advisory client of SpiderRock, nor an investor in a SpiderRock managed investment fund. SpiderRock pays BlackRock ongoing fees to make referrals. BlackRock is also a significant minority owner of SpiderRock. The fees payable to BlackRock and BlackRock’s ownership give BlackRock an incentive to refer you to SpiderRock.
Access option overlay SMAs through BlackRock
Getting started begins with understanding the outcomes option strategies may help deliver to clients and overcoming their common misconceptions.
BlackRock offers access to option overlays SMAs aligned with client outcomes
Myth-busting options
Many advisors don’t engage clients on options because of common misconceptions associated with options.
Myth | Reality |
---|---|
“All options are risky” | While options can be used for speculating, their application in wealth management often centers on risk management or generating income in line with a client’s goals. |
“Options are complex and time consuming” | Access to professional managers, education, and resources can make it easier than ever to incorporate options into an advisory practice. |
“Options are tax-inefficient” | While options can have differing tax rates, professional managers can help optimize for taxes and assist in a portfolio transitioning strategy, often without needing any new funds to begin. |