Portfolio not performing? Your holdings been battered over the last few years? Little or no income being thrown off by your investments? Nervous about the markets and unsure about the extent of your exposure? Being shown a structured product that promises high returns but don’t understand the risks? Feel that the market is so dominated by high frequency and quantitative trading that you should not own stocks?  Unsure whether to continue to hold your bond portfolio? Satisfied with your broker’s or adviser’s answers and performance? Want a second and independent opinion?

If your answer is yes to any of these questions, then our firm can help. The Dividend-Option Strategist, LLC. is a registered investment adviser that provides consulting services and investment recommendations to individuals, professional firms, and institutions. We conduct analytical reviews of investment portfolios, and offer targeted advice on specific equity securities, bonds, and structured products.  We have no investment products to sell you!  We are not affiliated with any brokerage firm. Our firm is compensated on a consultation basis for unbiased and objective opinions.

Looking for direction? Need a strategy that produces current income and limits downside risk? We have utilized conservative investment strategies in the management of multi-million dollar portfolios to achieve enhanced returns. We have seen many markets. We have the hands on experience to navigate through calm and turbulent environments.

Look for our Weekly Market Commentary "Beyond the Market's View." It examines what’s priced into market and probes for the Unexpected!