Services
The same trade analysis and risk work that tier-one trading desks do for their best clients, scoped to your needs and delivered as artifacts.
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Best for: Anyone considering an options trade, hedge, or structured product
- Objective fit assessment: does this trade align with your goals?
- Alternative structures compared (spreads, outright, structured vs. vanilla)
- Historical context and regime analysis
- Greeks impact on portfolio, cost breakdown, execution guidance
Best for: Family offices, PMs, and founders who want repeatable crisis protection
- Objective and budget framework (how much to spend, when to monetize)
- Strategy variants tested (crash puts, spreads, ratio structures, dynamic gates)
- Full backtest across market regimes with transaction cost assumptions
- Implementation specs, governance playbook, and monitoring plan
Best for: Portfolios that need to understand vulnerabilities before they matter
- Scenario library: historical replays + forward-looking narratives
- Exposure decomposition and concentration mapping
- Failure mode analysis (what breaks first, second, third)
- Prioritized action list with optional quarterly refresh
Best for: Anyone evaluating a structured note, autocallable, or bank-offered product
- What you're actually long and short, decomposed clearly
- A model-estimated value and embedded cost, under documented assumptions
- Outcome probabilities: early call, barrier breach, loss at maturity
- Alternative structures that might be more efficient
- A bottom-line read on the economics (richly priced, fairly priced, or mispriced) so you and your advisers can decide
Best for: Investors who want custom tooling without building an engineering team
- Scenario generation tools (narrative → market shocks → portfolio impact)
- Equity research and thesis validation workflows
- Trade idea screening based on vol, skew, and term structure conditions
- Systematic scanning with human review guardrails
Best for: Family offices and RIAs who need derivatives expertise on call
- Trade structure analysis on demand (48-hour turnaround)
- Monthly or biweekly risk snapshots
- Program drift checks and recalibration recommendations
- Decision review calls before major trades or changes
- Custom dashboards for position monitoring and risk tracking
Entry points and engagement types
Start small, expand if it works. No commitment required.
Entry: A single trade memo or structured note review. See the quality of work before committing further.
Project: A defined sprint: tail hedge blueprint, scenario library build, or structured note analysis. Fixed scope, fixed deliverables.
Retainer: Ongoing access to trade analysis, monitoring, dashboards, and decision support. Your options desk on call.
We scope before we quote. Complexity drivers include asset breadth, data requirements, monitoring frequency, and turnaround needs.
Go deeper on your own.
Educational resources built from the same expertise that powers our advisory work.
New to options Greeks?
Our interactive course breaks down Delta, Gamma, Theta, Vega, and Rho through cinematic visualizations and live Black-Scholes math.
Exploring tail risk hedging?
Start with our comprehensive practitioner guide and AI-powered readiness assessment covering strategies, instruments, and governance.
Illustrative and for information only. Any figures are model-based estimates under stated assumptions, not appraisals or assurances of value; any backtests are hypothetical and not a predictor of results; case studies are anonymized and representative. Nothing here is investment advice or a recommendation to buy or sell any security. See our full disclosures.