A complete list of active advisors currently associated with Short Put Yield

Warmer can help you find a great advisor at Short Put Yield or one who fits your needs even better.

Short Put Yield LLC provides discretionary portfolio management, portfolio research, retirement and tax planning, and an options trading program designed to generate income in separately managed accounts. The firm works with a small number of primarily high-net-worth individual clients and generally requires clients to meet a substantial account minimum. The firm’s investment approach centers on short-dated options trading (long and short positions, spreads) conducted in separately managed accounts alongside conventional asset allocation and technical and long/short strategies. That options program routinely uses derivatives and margin/borrowed funds as part of its strategy, and trades are executed under the adviser’s discretionary authority. Compared with typical supported firms, Short Put Yield is a small, boutique adviser with a concentrated client base and an uncommon reliance on margin and derivatives within separately managed accounts. The firm requests clients use a specific custodian to facilitate its options program, and its principals also engage in retirement research and fintech development outside the firm, with dedicated hourly planning services targeted at complex high-net-worth retirement situations.

To learn more about the advisors currently working at Short Put Yield, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.