Strategy Desk
Leading Expertise. Ongoing Guidance.

As part of TD Ameritrade Institutional’s Options Market Center, the Strategy Desk provides guidance and expertise on options strategies in an effort to help advisors better manage risk, work to minimize portfolio volatility, and potentially enhance returns within their clients’ portfolios. Strategies range from basic hedging to implementing advanced options spreads.

Tailored to your level of options knowledge, the Strategy Desk lets you leverage the experience of this seasoned team to:
  • Learn about the risk-defined options strategies that may help achieve your clients' goals and objectives.
  • Better communicate with your clients regarding the ways that options can help mitigate risk, potentially enhance returns, and work to minimize the effects of volatility within a portfolio.
  • Improve client service and cater to your more sophisticated clients.
Learn More
Call us at (800) 934-6124 to learn how the Strategy Desk’s options-related expertise and guidance can help you differentiate and grow your business. Please note that advisors that custody with TD Ameritrade Institutional should contact their Relationship Manager.


Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options. .

Investors should consider contacting a tax advisor regarding the tax treatment applicable to options transactions.

Examples presented in workshop sessions are for educational and illustrative purposes only and are not a recommendation or solicitation to purchase or sell any specific security or product.

Transaction costs (commissions and other fees) are important factors and should be considered when evaluating any options trade.

Supporting documentation for any claims, comparison, statistics, or other technical data in options communication will be supplied upon request.