Options broker to devise combination portfolio strategies for HNW investors. Online options brokerage American Option Services (AOS) is now offering its investment advisory services to its affluent clients, particularly around options strategies geared to preserving wealth or enhancing returns.

Michael Westmoreland and Kevin McNeese direct AOS' new private-client group. Under their tutelage, AOS reps work one-on-one with the firms retail and high net-worth investors to establish and execute specific financial goals.

Westmoreland, who started out at Prudential Securities, specializes in combining option strategies with equities, bonds, exchange-traded funds and mutual funds. Lehman Brothers alum McNeese is a retirement-planning specialist who develops portfolios using stocks, options, bonds, mutual funds and variable annuities.

Chicago-based is an independent retail broker-dealer specializing in securities, options and futures trading. It is a division of New York-based Caris & Company , an institutional investment consultancy. --FWR

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