It would be great if we were all able to manage our own portfolio. Unfortunately, for various reasons, it just isn’t that simple. You may not have the time, are uncomfortable trading on your own, or concerned over using more advanced investment techniques like options.
The horror stories about using options are popular. I call these people traders, not investors. This is the group of people who are enticed by the amount of leverage that options offer. This is the same group that will speculate or gamble with options trying to participate in a big move in a stock for a fraction of the cost of the shares. There is significant risk when options are used this way. All options have a limited life expectancy. As they approach expiration, the time value in the option erodes. If the traders’ bet was incorrect, they are at risk of losing the entire amount invested. We would never recommend investing in options without a proper education and understanding of exactly how they work.
With the Snider Investment Method, we use options to create a stream of portfolio income and reduce risk. Through the Snider Investment Method workshop and online course, we help investors learn to use options effectively combined with stocks and cash management techniques in a very specific way.
However, what do you do if you are simply not comfortable investing on your own?
Asset Management Services
Snider Advisors can provide you with professional asset management services. We invest your money on your behalf. We provide full transparency and want you to understand what is happening with your money at all times. How many other advisors do you know that will teach you the same techniques they use in their managed accounts?
In addition to portfolio management, our asset management clients benefit from monthly and annual performance reports, tax-loss harvesting, distribution strategies, withdrawal monitoring, as well as comprehensive financial planning and face-to-face annual reviews.
If you are interested in learning more about our asset management services, we welcome you to request a free consultation. Simply email us at email@example.com or give us a call at 888-6SNIDER and our support team will be happy to set up that appointment for you.
Our consultation can provide you with further insights so you know if the Snider Investment Method is right for you. If you decide to proceed, we will assist you in opening a brokerage account and you will have complete access so you know exactly what is happening within your account from anywhere and at any time.
We are happy to help you learn if this is a better alternative for you.