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Carrick Lane’s John Marshall Discusses Managed Option Strategies In Wealth Portfolios
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Jim Roth, Partner at Ascentix Partners, speaks with John Marshall, Partner at Carrick Lane, on this episode of the Wealth Set Go podcast about the role of managed option strategies in client portfolios. Marshall examines how advisors can use alternatives to demonstrate value as clients seek more than traditional stock and bond exposure.
Marshall describes Carrick Lane’s approach as an overlay that seeks additional income alongside an existing portfolio. He distinguishes this structure from…
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