Where Options Fit in the Modern Advisor’s Toolkit
On this episode of Talking Wealth, Ben Carlson is joined by Will Bergen from Canvas to discuss the Canvas Managed Options program to break down how advisors can use managed options strategies to address real-world client needs—from generating incremental cash flow and managing downside risk to navigating concentrated stock positions. We explore how covered-call and hedged-equity strategies work, what investors are giving up in exchange for income or protection, and why an options overlay can offer a different solution than simply reducing a client’s equity allocation. We also discuss how Canvas applies a rules-based approach to option selection and risk management across both concentrated and diversified portfolios.
This episode is sponsored by Exhibit A. Learn more at: https://exhibitaforadvice.com/
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