↗
Stocks
You participate in the growth or decline of companies and markets.
PROFESSIONALLY MANAGED INDEX OPTIONS
Add another tool to your investment portfolio.
You may already own stocks, funds, real estate or cash. Options can behave differently—and you don't have to become an options trader to use them.
Options Managed professionally manages SPX and NDX options strategies inside a brokerage account held in your name.
Starting with $5,000Account held at Interactive BrokersDirect account visibility
YOUR INVESTMENT TOOLKITDifferent tools. Different jobs.
↗StocksOwnership & growth
▥Bonds / CashStability & income
⌂Real EstateReal assets
⌁Options StrategiesAnother return profile
A broader toolkit can give an investor more than one way to approach changing markets.
A BROADER INVESTMENT TOOLKIT
Your portfolio doesn't have to rely on just one idea.
Most investors understand the basic idea of diversification: don't make every dollar depend on the same thing. Professionally managed options can add a different type of strategy alongside—not necessarily instead of—your traditional investments.
▥
Fixed Income & Cash
Often used for liquidity, stability and income-oriented objectives.
⌂
Real Assets
Property and other tangible assets can play a different role in a portfolio.
⌁
Options Strategies
Can be structured around market direction, ranges, volatility and time—not simply whether an asset rises.
Diversification does not ensure a profit or protect against loss. Options involve substantial risk and are not suitable for every investor.
WHY OPTIONS?
A different way to think about market movement.
Buying a stock is easy to understand: if its price rises, you generally benefit. Options give an investment manager additional ways to structure a position.
UPSome strategies can be positioned for a rising market.
RANGESome strategies can be built around the market remaining within a range.
DOWNSome strategies can be positioned for a falling market.
This flexibility does not mean options profit in every environment. Options positions can lose money in rising, falling or sideways markets.
ONE SIMPLE EXAMPLE: A RANGE-BASED STRATEGY
Outside range
Selected market range
MARKET
Outside range
Lower boundaryMarket can move without requiring a precise up/down predictionUpper boundary
Iron condors are one example of a strategy that can be structured around a range. Outcomes depend on market movement, volatility, time, execution and how the position is managed.
HOW IT WORKS
You invest. We handle the options trading.
The structure is designed to be understandable even if you've never traded an option yourself.
Open your own brokerage account
Your account is held in your name at Interactive Brokers. Your money is not deposited with Options Managed.
Fund the amount you want managed
The current starting account size is $5,000, subject to suitability and brokerage eligibility.
We manage the strategy
We research, structure, place and monitor the options positions under the advisory arrangement.
You keep visibility
Log in to your brokerage account to see balances, positions and activity directly.
OUR APPROACH
Professional management behind every position.
Our strategy primarily focuses on liquid SPX and NDX index options and may use defined-risk spreads, iron condors and other structures at the adviser's discretion.
Evaluate
Review market conditions, volatility and available structures.
Structure
Select strikes, expiration and position structure based on the opportunity and risk.
Monitor
Watch positions and changing market conditions throughout the trade.
Manage
Adjust or close positions when appropriate under the strategy.
Strategies may include short-dated and same-day-expiration options. These instruments can change value rapidly and involve substantial risk. Defined-risk structures establish a contractual maximum loss for a specific position but do not make the overall strategy low risk or prevent losses.
YOUR ACCOUNT. YOUR VISIBILITY.
Professional management without handing over custody.
Interactive Brokers serves as the brokerage custodian. You maintain direct account access while Wisdom Oak Fund Management LLC receives trading authority consistent with the advisory relationship.
Existing client login →YOUAccount owner
↓
INTERACTIVE BROKERSBrokerage & custody
↙ ↘
YOUAccess & visibility
OPTIONS MANAGEDTrading authority
STRAIGHTFORWARD PRICING
One flat management fee.
$199/ month
Starting account $5,000
Talk Before You StartImportant fee information
Options Managed charges a fixed monthly advisory fee of $199 rather than a traditional percentage-of-assets management fee.
Options strategies use derivatives, and the economic exposure of an options position can differ substantially from the cash balance or net liquidation value of an account. The fixed-fee structure keeps the advisory charge straightforward and predictable regardless of account size.
Brokerage commissions, exchange fees, regulatory fees and other transaction expenses are separate and will reduce investment returns. The advisory fee is charged regardless of whether the account experiences gains or losses.
No level of return is promised or guaranteed.
Siddharth “Sid” MehtaFounder & Portfolio Manager
THE PERSON BEHIND THE STRATEGY
Investment experience. Personal accountability.
Sid Mehta is the founder of Wisdom Oak Fund Management and oversees the investment process behind Options Managed.
He earned a Bachelor of Arts in Economics from The University of Texas at Austin and a Master's degree in Applied Economics from the University of Houston.
His wealth-management background includes Merrill Lynch and Morgan Stanley. Today, he focuses on developing and actively managing options strategies for Wisdom Oak clients.
The University of Texas at AustinEconomicsUniversity of HoustonApplied EconomicsWealth ManagementMerrill Lynch & Morgan Stanley
OPEN AN ACCOUNT
Choose the account that fits.
Each button opens the appropriate secure Interactive Brokers application used by Wisdom Oak. Your assets remain in an account held in your name.
IndividualOne-person taxable brokerage account↗
JointAccount shared by two people↗
IRAIndividual retirement account↗
PartnershipLegally formed partnership↗
LLCLimited liability company↗
CorporationCorporate brokerage account↗
Unincorporated BusinessBusiness without separate legal entity↗
Revocable TrustRevocable living trust↗
Irrevocable TrustIrrevocable trust account↗
Testamentary TrustTrust created through a will↗
Other TrustOther eligible trust structure↗
Not sure which account to choose? Schedule a conversation →
FAQ
Plain-English answers.
Do I need to understand options?
No options-trading experience is required to have the strategy professionally managed. You should, however, understand the material risks before deciding whether the service is appropriate for you.
Where does my money go?
Your assets are held at the brokerage custodian in your account. They are not deposited into a bank account owned by Options Managed or Wisdom Oak.
What do you actually trade?
The strategy primarily uses SPX and NDX index options and may include spreads, iron condors and other options structures at the adviser's discretion.
Do you use same-day options?
The strategy may use 0DTE options as well as other expirations. Same-day options can change value very quickly and involve substantial risk.
Can I lose money?
Yes. Options strategies can result in substantial losses, including loss of principal. No strategy guarantees a profit or protects against loss.
What does “defined risk” mean?
For a specific defined-risk spread, the structure establishes a contractual maximum loss at entry. It does not mean the investment is low risk, and execution costs or other factors can affect realized results.
CURIOUS WHETHER IT FITS?
Start with a conversation—not a commitment.
We'll explain the strategy, account structure, fees and risks in plain language.