QuoteFinder   symbol
 quotes charts news
Everyone knows the buy, hold, and hope strategies offered by the old school managers. Times change, markets evolve, but some fund managers don't. Last year's hero is this year's dog. Nobody can consistently pick tops or bottoms, but the good news is that you don't have to.

At TOS Advisors we start with your existing portfolio and divide it into its current asset allocation. Using our allocation models and working with you we determine a new allocation that meets your short and long term objectives.

Whether you need to protect a large position or enhance/protect and entire portfolio, we can tailor our IDEA’s just for you!

A game plan designed around you
Insure or protect the value of your holding
Diversify your risk while keeping your existing position
Enhance your current portfolio with income or to help offset
the cost of insurance
Allocate assets to hedge risk of concentrated position

As most everyone knows, the best investment strategy centers around your goals and should be tailored to your long and short term plans. A sound investment strategy involves managing risks, asset allocation, diversification, and tax considerations.

Because we know this to be true, at TOS Advisors we place emphasis on helping our clients to develop the portfolio that best fits their goals and plans while at the same time maximizing return. It is our ability to offer traditional, alternative, and return-enhancement investment strategies that makes us truly unique.

In addition to traditional investments in stocks, municipal and government bond laddering, capital income building, mutual funds, etc., we can help you diversify your portfolio with alternative strategies such as our managed options portfolios, enhanced index portfolios, gain and loss harvesting, and strategies for those heavily concentrated in a single stock.

At TOS Advisors, we don't rely on risky, hold-your-breath, Hail Mary passes. We just apply lots of hard work and experience. Whether you use traditional, alternative, or return-enhancement investing strategies, we will help position you properly in order to keep you up to date with the ever challenging world of portfolio management.
Disclosure: thinkorswim (TOS) Advisors is an SEC registered investment advisor. This information herein is for informational purposes only and is not to be construed as an offer to sell or a solicitation of an offer to buy any services or securities. This information has been prepared from original sources and data we believe to be reliable, but we make no representations as to its accuracy, completeness, or results. All sources and data constitute our judgment and are subject to change without notice.

thinkorswim Advisors, Inc., is an SEC registered investment advisor, and an affliate of TD AMERITRADE, Inc. Neither is responsible for the products or services of the other.