About Us
Options can be complicated. Making the complex simple is what we do.
FIRM PROFILE
- Advisor-to-Advisors RIA
- SMAs, Private Funds, Market-Linked Notes
- Specialists in Options Strategies
- Access to Senior Advisors
- Customized Solutions
- Actively Monitored Strategies
- Experienced Wall Street Team
- Tax and Equities Expertise
our story
In 2017, equity markets were reaching all-time highs. Not satisfied with hedging alternatives available in the market, we established Carapace Financial to be a one-stop resource for investment managers seeking customized options-based solutions.
our value proposition
Historic Options Activity
Market volumes for exchange-listed options are at record highs.
Client Portfolio Benefit
Our advisor clients understand the significant value of including options-based strategies in their clients’ portfolios and the unique competitive advantage that options expertise offers their firms.
Carapace Advantage
Carapace Financial is uniquely qualified to provide advisors with customized and actively monitored options solutions.
our mission
Carapace Financial’s mission is to provide our clients with the most comprehensive selection of customized options strategies available in the market today.
our values
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TRUST
Our client relationships are built on integrity, truthfulness and moral character.
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KNOWLEDGE
Our team has over 100 years of Wall Street experience. We call that “collective genius.”
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ACCOUNTABILITY
We are responsive to every client’s inquiry and take full responsibility for the solutions that we deliver.
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PASSION
We are passionate about helping clients navigate markets and safeguard wealth.