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Ideas, playbooks, and reference material for modern RIAs
Practical guides on rules-based derivatives execution, firm-level governance, and operational infrastructure for advisory firms.
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Derivatives Overlays for RIAs: How to Add Income and Protection to Existing Client Portfolios
A practical guide to covered calls, protective puts, collars, and LEAPs as rules-based overlays — with firm governance and advisor approval on every trade.
2026-07-23 · 9 min readProtection
How a Precious Metals Crash Would Have Tested an RIA Portfolio: A Hypothetical Case Study
On January 30, 2026, silver fell 28.5% and gold 11.4% in the worst single-day precious metals crash in 40+ years. Here's how three overlay profiles would have performed on a real $8.96M advisory book.
2026-07-23 · 10 min read