PTI Securities & Futures
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Overview
Tagline Brand's website · 2026-11-07
PTI Securities & Futures is a Chicago-based securities and investment services firm offering managed low-risk investments, broker-assisted equity and options trading, and an independent trading platform.
Description Brand's website · 2026-11-07
Founded in 1991, PTI Securities & Futures provides investment counsel, trade execution, managed accounts, and options-based strategies. Its brokers are former floor traders with extensive investment experience, and the firm emphasizes customer service, risk management, and long-term client relationships.
Identity
Mission Brand's website · 2026-11-07
To provide experienced investment counsel and customer service while helping clients manage risk and pursue their return objectives.
Founders & leadership Brand's website · 2026-11-07
Daniel Haugh, President/Founder; Thomas Haugh, Chief Investment Officer/Founder; Robin Spitalny, VP; James Doran, VP, Managing Accounts; Lawrence Parkhill, Managing Director – Private Asset Management.
Website Brand's website · 2026-11-07
https://ptisecurities.com
Voice & tone Brand's website · 2026-11-07
Professional, advisory, experienced, and risk-focused.
Founded Brand's website · 2026-11-07
1991
Headquarters Brand's website · 2026-11-07
Chicago Loop’s prestigious financial district, Chicago, Illinois
Offerings
Problem solved Brand's website · 2026-11-07
Helps investors manage portfolio risk and navigate equity, options, and other financial instruments with support from experienced brokers and investment professionals.
Core capabilities Brand's website · 2026-11-07
- Managed low-risk investment strategies with downside price protection
- Broker-assisted equity and options trading
- Options strategy selection, trade monitoring, and management
- Independent trading platform and trading-desk support
- Managed accounts and private asset management
- Risk management and portfolio protection counsel
Products / SKUs Brand's website · 2026-11-07
- Managed Low Risk Investment Program
- PTIProDirect independent trader platform
- Premium Equity and Option Trading Desk
- Protected Index Program
Audience
Target industry Brand's website · 2026-11-07
Financial services, securities, investment management, and options trading.
Customer base Brand's website · 2026-11-07
Individual and institutional clients, risk-averse investors, independent traders, long-term investors, company retirement plans, and major organizational clients.
Ideal customer profile Brand's website · 2026-11-07
Investors seeking risk-managed portfolios, broker-assisted options strategies, managed accounts, or an independent trading platform with access to professional support.
Use cases Brand's website · 2026-11-07
- Building portfolios with a low-risk core position and downside price protection
- Using options and premium selling to help offset the cost of portfolio protection
- Receiving professional assistance with equity and options strategies
- Trading independently through PTIProDirect with access to the PTI trading desk
- Managing long-term investments, retirement plans, and private assets
Customer outcomes Brand's website · 2026-11-07
- Aiming for portfolio protection through downside price protection
- Potentially reducing portfolio volatility relative to the overall market
- Receiving counsel on investment strategies, risk-reward considerations, and special market situations
- Pursuing return maximization through coordinated use of options and underlying securities
- Maintaining long-term investment relationships with experienced brokers
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Claim PTI Securities & Futures — free →Page last updated 2026-11-07.