{"name":"PTI Securities & Futures","domain":"ptisecurities.com","url":"https://optimly.ai/brand/pti-securities-futures","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"},{"key":"description","label":"Description","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To provide experienced investment counsel and customer service while helping clients manage risk and pursue their return objectives.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"},{"key":"leadership","label":"Founders & leadership","shape":"text","content":"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.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://ptisecurities.com","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Professional, advisory, experienced, and risk-focused.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"1991","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"Chicago Loop’s prestigious financial district, Chicago, Illinois","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Helps investors manage portfolio risk and navigate equity, options, and other financial instruments with support from experienced brokers and investment professionals.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Managed low-risk investment strategies with downside price protection\nBroker-assisted equity and options trading\nOptions strategy selection, trade monitoring, and management\nIndependent trading platform and trading-desk support\nManaged accounts and private asset management\nRisk management and portfolio protection counsel","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Managed Low Risk Investment Program\nPTIProDirect independent trader platform\nPremium Equity and Option Trading Desk\nProtected Index Program","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial services, securities, investment management, and options trading.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Individual and institutional clients, risk-averse investors, independent traders, long-term investors, company retirement plans, and major organizational clients.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"Investors seeking risk-managed portfolios, broker-assisted options strategies, managed accounts, or an independent trading platform with access to professional support.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Building portfolios with a low-risk core position and downside price protection\nUsing options and premium selling to help offset the cost of portfolio protection\nReceiving professional assistance with equity and options strategies\nTrading independently through PTIProDirect with access to the PTI trading desk\nManaging long-term investments, retirement plans, and private assets","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Aiming for portfolio protection through downside price protection\nPotentially reducing portfolio volatility relative to the overall market\nReceiving counsel on investment strategies, risk-reward considerations, and special market situations\nPursuing return maximization through coordinated use of options and underlying securities\nMaintaining long-term investment relationships with experienced brokers","source_type":"1p_website","source_label":"Brand's website","source_url":"https://ptisecurities.com","updated_at":"2026-11-07T06:51:41.693582+00:00"}]}],"last_refreshed_at":"2026-11-07T06:51:41.704571+00:00","last_changed_at":"2026-11-07T06:51:41.713756+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=eff4edd4-8341-4278-97ae-2da1a82eee39"}