TheoTrade Institutional

We are not just retail anymore…

Our TheoTrade Institutional Consultants now proudly provide services for Registered Investment Advisors (RIAs) and Retail Brokerage Firms, to help clients achieve maximum trade lift...


For Registered Investment Advisors

Are you an RIA stuck in the world of asset allocation, diversification, and struggling to retain or gain assets under management?  Differentiate your business, your clients and prospective clients deserve and demand more! TheoTrade Institutional Consultants can provide a structured approach to:

  • Generate Low Risk Alpha from existing positions
  • Portfolio Risk Mitigation
  • Adding covered calls to existing portfolios and positions
  • Selling Options Premium against Mutual Funds
  • Assisting in the creation of Collars for clients with concentrated stock risks
  • Bring your RIA up to speed on Financial Technology
  • Routing Large Orders and Institutional Order Flow
  • Yes, We even accept soft dollars!
  • Want to Learn More?

    To learn more about TheoTrade Institutional services for RIA's for your individual needs, please send us an email to support@theotrade.com.


    For Retail Brokerage Firms

    We do not just talk about order flow…  we transform order flow.

    Is your firm in brokerage business but unable to obtain, retain, or generate enough order flow or assets?

    Are you hemorrhaging clients to firms with better tools and more effective content?

    TheoTrade Institutional Consultants can provide the insights you need to get your firm back in the game and move the needle on trade lift.

    Our Lead Consultant and Chief Derivatives Instructor Don Kaufman has 15 years retail and institutional brokerage experience and can provide your firm the insight, technology, and content to evoke change in order flow and DARTs, and even more...

    • Original thinkorswim Associate/Shareholder
    • Built and ran thinkorswim’s educational team that pioneered the education/brokerage model
    • Delivered Presentations to a Combined 500k Retail and Institutional Clientele
    • Industry-Leading Market Strategist
    • 18 year trading career
    • Expertise in market structure and regulation
    • Want to Learn More?

      To learn more about TheoTrade Institutional services for Retail Brokerage Firms for your individual needs, please send us an email to support@theotrade.com.


    TheoTrade Technology

    Taking financial technology to the limits and beyond…

    • Options Risk Analyzer
    • Volatility Extreme Alerts
    • Automated Trading
    • Probability Analytics and Price Projections (see below)
    • Want to Learn More?

      To learn more about TheoTrade Technology Institutional services for RIAs and Retail Brokerage Firms for your individual needs, please send us an email to support@theotrade.com.