Building a Truly Customized Investment Experience


What we do

A Unique Investment for Every Investor

Options are the single most effective tool for the management of investment outcomes. However, many investors are overwhelmed by the vast array of possibilities within the options market. The benefit of our technology is the clarity it provides to an advisor seeking to manage outcomes quickly and efficiently.

At Derivaty, our team draws from years of experience managing option strategies and providing advice to individual investors. That unusual combination of expertise has allowed us to build a technological bridge between the options market and the financial advisor. The benefits of managed outcomes are now available to every advisor, and every client.

How it works

Simple, Easy, Efficient Investment Creation

Your Insight

You begin by selecting the asset you, or your client, is interested in - a stock, ETF, index, or basket of assets.

Input Goals

The next step is to define the outcome parameters that transform the chosen asset into a customized investment.

Investment Creation

The Digital Structuring Engine instantaneously builds a selection of investments that meet your parameters. Each is accompanied by a clear summary of the potential outcomes.


You submit your chosen investments to us, and we handle the trading. Securities are allocated into the account or accounts that you specify.

Staying Informed

You have access to customized reports, that reflect the status of your client's unique investments.


Designs Frequently Used to Meet Client Investment Needs

Wealth Defender

Wealth Defender

Create an investment with a specified range of protection, while maintaining a defined degree of upside participation over your chosen time period.

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Income Enhanced Purchase

Income Enhanced Purchase

Help an investor earn income, while providing a potentially favorable entry point for a security they want to own.

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Growth Amplifier

Growth Amplifier

Improve the growth potential of a given security over a specified return range and time frame, without increasing downside risk.

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Virtually Limitless Possibilities

The range of potential investment designs available through the combination of options, stocks, and ETFs is both vast and continually expanding, and our technology is constantly adapting. The templates above address the most common investor needs we have encountered.

However, there are many additional client situations for which we are prepared to create further solutions on demand. If you have a client need that is beyond the scope of what you see here, the next step is to reach out to us to discuss the specifics of your client situation.

Let's Start Building

Click the link below to get started building a personalized investment for your clients.

Contact Us

Want to learn more?
If you have questions or are looking for further guidance, contact us.


By clicking 'Submit’, you agree to Our Terms

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim responsibility for information, services or products found on websites linked hereto.

Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Hypothetical illustration for presentation purposes only. Actual investment experience will vary with stock selection and changing market conditions. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. A professional advisor should be consulted before implementing any of the strategies presented.

Derivaty, LLC is a Securities and Exchange Commission (“SEC”) registered investment adviser and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Derivaty, LLC’s current written disclosure statement discussing its business operations, services, and fees is available at the SEC’s investment adviser public information website – or from Derivaty, LLC upon written request. Derivaty, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Derivaty, LLC’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Options Disclosure: Options are not suitable for all investors. There are risks involved in any option transaction or strategy. Individuals should not enter into options transaction until they have read and understand the options disclosure document, “Characteristics and Risks of Standardized Options”, which outlines the purposes and risks of options transactions. You can download this document at OCC-Characteristics and Risks of Standardized Options. Copies of this document may also be obtained by contacting the Options Clearing Corporation directly at 125 S. Franklin Street, Suite 1200; Chicago, IL 60606.

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