Leading Expertise. Ongoing Guidance.

As part of TD Ameritrade Institutional's Trading Services, the Strategy Desk provides guidance and education on options strategies in an effort to help advisors manage risk, minimize portfolio volatility, and potentially enhance returns within their clients' portfolios. Strategies range from basic hedging to implementing advanced options spreads.

Tailored to your level of options knowledge, the Strategy Desk lets you leverage the experience of this seasoned team to:

  • Learn about the risk-defined options strategies that may help achieve your clients' goals and objectives.
  • Better communicate with your clients regarding the ways that options can help mitigate risk, potentially enhance returns, and work to minimize the effects of volatility within a portfolio.
  • Improve client service and cater to your more sophisticated clients.

Learn More

Call the Strategy Desk at 800-227-0816 for options-related guidance that can help you differentiate and grow your business.

Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses.Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options. Spreads and other multiple-leg option strategies can entail substantial transaction costs, including multiple commissions, which may impact any potential return. These are advanced option strategies and can involve greater risk, and more complex risk, than basic options trades.