There's a growing demand among investors to allocate along Socially Responsible Investing (SRI) principles. For clients interested in such an approach, we work closely to determine their own sensitivities, introducing them to a wide spectrum of high quality mutual funds and ETFs which adhere strictly to environmental, social, and governance (ESG) factors used to measure the sustainability and ethical impact of their investments.
Drawing upon our experience as professional option traders, we offer clients an intelligent approach to managing risk and generating income through the use of option strategies. Option strategies are particularly helpful in transitioning new accounts to our core portfolio models. Over time, our clients come to appreciate that options enable us to understand and quantify risk rather than merely avoiding it.
Many of our clients own highly concentrated positions in individual stocks, often at a significantly lower cost basis. We help these clients reduce the risk and volatility associated with "keeping your eggs in one basket" through the use of a variety of equity option strategies. We constantly monitor each situation on behalf of our clients and seek a tailored options strategy designed to meet their unique goals.
We spent our careers in the trading pits of Chicago, shouting at brokers, waving wildly to communicate trades through hand signals. We risked our own capital, matching wits with the "smart money" -- institutional traders, Wall Street firms, hedge funds. As traders, we experienced first-hand the Crash of '87, the dot-com bubble, and the Great Recession. Together we've been battle-tested for seventy-five years under virtually every kind of market scenario.
But on the trading floor something was missing: we never had a chance to help others. Now as financial advisors we are able to help clients by educating them about risk and opportunity and by guiding them through the ups and downs of the market. We take a personalized, hands-on approach with clients because we've been there and we know what it's like to face the markets on your own.
Old habits die hard. We may be long-term investors now but we'll always possess that trader's instinct which gives our clients a competitive edge. Today there is no greater reward than hearing our clients say, "Thank you!" On the exchange floor traders would use a different verb...
Tony began his storied career as a professional trader on the Chicago Board Options Exchange in 1978. He left the trading floor in 2007 to form i2i Analytics. After years of successfully growing the business, Tony became a Principal Owner of the firm in 2017. A graduate of Marquette University, Tony enjoys baseball and running, while he and his wife love playing golf and spending time with their grandchildren at their new home in Naples, Florida.
Dane became an independent market-maker on the Chicago Board Options Exchange in 1984. He left the CBOE in 2010 to become a Financial Advisor at Morgan Stanley and joined i2i Analytics in 2013. Dane became a Principal Owner as well as Chief Compliance Officer of the firm in 2017. Dane received his BA degree at Haverford College. He is an avid long-distance runner and enjoys spending time with his wife and two children in Evanston, Illinois.