Your Covered Call Advisor
Covered Call
Asset Management
The Snider Investment Method “Charter” Service. For clients that desire a professional covered call advisor with decades of options trading experience, Snider Advisors’ Asset Management is the perfect solution.
Covered Call Asset Management
Full-Service Asset Management in Dallas
Snider Advisors has specialized knowledge and expertise with covered calls and option income investing.
We are well-versed in financial markets, investment strategies, financial planning, and economic trends.
Our experience, knowledge, and objective advice can allow you achieve success and piece-of-mind as an investor.
We have a track record of 20+ years of success.
Hire the Experts to Implement Your Covered Call Strategy
Cash Management
Get the most out of every dollar, including earning interest on cash.
On-Going Monitoring
Daily monitoring for additional income and covered call opportunities.
Stock Yield Enhancement
Earn extra interest by loaning your stock to other traders.
Risk Mitigation
Smart strategies to lower risk without harming your income potential.
A Fiduciary Responsibility to our Clients
As a Registered Investment Advisor (RIA), we have a fiduciary duty to our clients, always putting your best interests ahead of our own.
You:
Our Client
Accounts are in your name with complete transparency. Investments according to your needs. No obligations or lockups.
Our Broker:
Interactive Brokers
A trusted broker and custodian, Interactive Brokers facilitates all the trades and protects your funds.
Your Advisor:
Snider Advisors
Your covered call advisor. We handle all investment decisions and strategy implementation.
Hire the Experts to Handle Your
Asset Management
Many people make the decision to utilize our Charter service over CoPilot or AutoPilot. Here are few of the most common reasons clients hire us as their covered call advisor for asset management.
Busy Executives & Business Owners
Busy executives and business owners are some of our most popular client types. Packed schedules with inconsistent access to the market make asset management an easy decision for effortless implementation of the Method.
High Net Worth
As portfolio values increase, the risk of a costly mistake or loss increases. When you make the decision to implement a large percentage or all of your assets into the Snider Method, choosing our asset management team here in the Dallas metro area will help you sleep easier each and every night. Your assets will be optimized for the best results and greatest chance of success with the help of our professional team.
Aging Individuals
Unfortunately, as we age we lose some of our sharpness. When you still need a portfolio paycheck but the steps become more difficult or confusing, we are here to help. We can pick up right where you left off. No need to find a new covered call advisor or change your investment approach.
Family Assets or Death
Whether it be spousal support after a passing or management of your legacy, we seamlessly become the manager of the investment strategy you’ve grown to trust. Also, when multiple family members share an interest or ownership of the funds, hiring a professional covered call advisor will remove the potential conflict between owners.
When to Hire the Professionals?
Not everyone is cut out to manage their own assets. If you can’t trust yourself to follow the rules, fear making a mistake, or lack the confidence to place your trades, we are here to implement the Snider Investment Method for you.
Charter Service
You have nothing to worry about when you choose Snider Advisors’ Charter Asset Management service. Our goal is to handle everything for you. You can sit back and relax knowing your funds are being managed by a trusted covered call advisor.
Detailed Monthly Reports
Each month you receive a breakdown of your results. You also have access to your portfolio at any time to ensure complete transparency.
Tax Management & Reports
We make taxes as simple as possible. If you are utilizing a taxable account, we seek to minimize your income each year through tax-loss harvesting.
Annual Reviews
We take a comprehensive look at your portfolio together each year. We review strategy and performance, as well as your goals and objectives.
Guidance on Your Financial Plan
Smart financial planning decisions can boost your income, avoid costly mistakes, and make your money last longer. Important decisions should not be made alone. Snider Advisors asset management team in Dallas, TX is here for you.
Social Security Planning
Receive expert advice analyzing all the different scenarios for your unique situation. Unfortunately, it is never as simple as filing at Full Retirement Age.
Withdrawal Optimization
Retirement income will likely come from various sources: Social Security, pensions, tax-qualified, and taxable accounts. Proper planning can boost income.
Tax Guidance
Tax time is a breeze with our complete report. Careful analysis of Required Minimum Distributions and Roth Conversions help tax-qualified assets.
Portfolio Structuring
Your portfolio management might go beyond the Snider Investment Method. Structure different asset classes strategically to improve long-term results.
Since 2002
Decades of Experience
Years of Expertise
Our team boasts extensive experience in trading covered calls and managing assets for our clients.
Proven Track Record
For over 20 years, the Snider Investment Method has navigated financial crises, global pandemics, and more, standing the test of time.
Expert Team
Our dedicated advisors are all SEC-licensed Investment Advisor Representatives. With a CFA and CFP on our team, you always receive advice from knowledgeable professionals.
Focused Excellence
Specializing exclusively in covered calls, our advisors execute thousands of trades monthly. We don’t diversify our focus—we excel in what we do best.
Trust in Texas
Located in Irving, TX, right in the heart of the Dallas-Fort Worth metroplex. We aren’t far from any of the major cities or the surrounding suburbs of DFW.
Although most of our clients are “local”, we have clients all over the U.S. We know the value and trust that is born from a face-to-face interaction. We love meeting and getting to know our clients personally, but we can implement and manage money for clients anywhere in the country.