September Webinar

Beyond Covered Calls: Using Options to Solve Real Client Needs

Wednesday, September 10th, 2025

11:00am EST

Learn how we can arm you with tools for winning and servicing HNW clients using actively-managed custom options strategies. 

Register now

Topics 

Options have become a useful portfolio tool, and we've embraced ETF strategies to enhance portfolios. We also think options can play a valuable role in meeting individual client preferences for diversification, cash management, and tax planning. 

We're excited to give our Options Overlay team a chance to share some of the use cases bringing benefits to clients, solutions such as: 

  • Protecting/diversifying low-basis employer stock

  • Replacing margin and/or bank borrowing with lower-cost financing

  • Transitioning from Mag 7 windfall to broader allocation

 

Speakers

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Jake is responsible for designing and implementing option overlays as well as assisting in the management of ETF strategies. Jake joined Aptus after spending time as a Portfolio Manager at First Trust Advisors, where he helped manage the Custom Options Solutions SMA strategy for clients with concentrated stock positions. 

He graduated from Augusta University with a degree in Business Administration, where he was a member of the golf team. After graduating, he received his MBA from the University of South Florida while pursuing a career in professional golf. 

Tenzin Phuntsok, CFA-3
Tenzin helps equip advisors with a broader range of solutions to guide clients towards their optimal asset allocation, and supports day-to-day options trading. He graduated with a BS in Finance from Pennsylvania  State University and is a CFA Charterholder. Before joining Aptus, he worked on the Custom Options Solutions at First Trust Advisors.

About Aptus

Aptus is a Fairhope, Alabama-based asset manager with $11B in AUM. An early innovator in hedged equity and options-based ETFs, Aptus also supports advisors with OCIO services, HNW cases, and investment operations. 

For more about the ways we support advisors, please visit apt.us

Aptus Capital Advisors, 2025