Carrick Lane was founded by a skilled team with experience building and managing options strategies at leading institutional platforms. Today, the firm continues that work independently, partnered with long-standing client relationships and a well established performance record.
Our leadership team has spent years together developing options strategies, managing client relationships and building a well established performance record.
Carrick Lane was established as a 100% employee-owned investment manager. The strategy we run today is a strategy we have developed and refined across many years of prior experience. We launched Carrick Lane to continue that work independently, with full control over the investment process and client experience.
Carrick Lane’s core strategy seeks to generate premium income. Clients can add the strategy to existing portfolio holdings through a separately managed account, rather than moving assets into a fund.
Carrick Lane follows a defined investment framework which allows for portfolio managers to adjust when conditions change. The team monitors premiums, volatility levels and risk-reward dynamics. Eight investment professionals support the strategies, bringing nearly 150 years of combined options market experience.
Carrick Lane keeps clients and advisors close to the strategy. The team sends periodic updates explaining the action, what changed, why it acted and how the portfolio is positioned. Advisors also receive monthly performance commentary and can speak directly with the portfolio management and leadership team.