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Structured Portfolios is more than a name—it's our philosophy.
Smarter, Risk‑Managed Investing for Ultra‑High‑Net‑Worth Families, Pensions and Foundations
With over 40 years of experience, we’ve developed a long‑term, risk‑conscious investment approach designed specifically for high‑net‑worth individuals, as well as pensions and foundations.​
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At Structured Portfolios, we help you protect and grow your wealth—without riding the highs and lows of traditional stock market investing.
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Our proprietary strategies are designed for portfolios of $5 million and up, using a carefully constructed mix of options, structured notes, and custom bond positions. This allows us to reduce risk while maintaining strong return potential—often matching or outperforming the S&P 500, especially in turbulent markets.
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Our clients come to us for:
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Lower exposure to market declines
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Upside participation in major indexes like the S&P 500—often with 1.5x–2x potential increases
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Custom, individually managed portfolios—not cookie‑cutter models
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A long‑term strategy rooted in contracts on the upmarkets, not market timing or manager performance
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We integrate this investment philosophy across all of our services—including investment management, estate planning, and comprehensive financial planning—to help you move forward with confidence.
Our Services
Build sophisticated, low-volatility investment strategies designed to protect and grow wealth for families with $5M+ in investable assets.
Our approach is highly customized, drawing from institutional tools and disciplined planning to deliver performance with intention—not speculation.
We view estate planning as more than asset transfer, it’s legacy design. For families with $5M+ in investable assets, thoughtful estate planning is essential to protecting what you’ve built and passing it on with clarity and control.
We integrate your estate goals into your broader investment strategy, ensuring alignment across generations.
Gain access to strategic financial planning services that lay the foundation for your long-term financial success. We work with you to create comprehensive financial plans tailored to your unique circumstances.
Mitigate investment risks with our advanced risk management solutions. Our proactive structured approach helps safeguard your investments and minimize potential downside risks.
We believe you shouldn’t have to choose between strong returns and personal ethics. Conscious Investing allows you to grow your wealth while supporting the causes and industries you care about. Whether your focus is clean energy, social equity, or sustainability, we can help you build a portfolio that reflects your priorities.
Investment Options for Portfolio Creation
This is an example of our tested & curated set of global indexes, sectors, and impact-focused strategies we use when structuring client portfolios.
These examples are for educational purposes only and are not investment recommendations.
UNITED STATES INDEXES
INTERATIONAL INDEXES
CONSCIOUS INDEXES
Interviews
About Us
At Structured Portfolios, we offer a distinct alternative to traditional stock market investing. Our approach is built for high-net-worth individuals, pensions and foundations who want to participate in market growth, but with greater upside and reduced risk.
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We specialize in designing long-term, risk-managed positions using a combination of fixed income and options—not active trading, not structured notes, and never short-term speculation. The goal is simple: give investors a clearer path to strong returns with defined downside protection.
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Unlike traditional stock strategies, our portfolios are built with contract-defined outcomes, target timelines, and risk levels tailored to your goals. You’ll always know what you own, why you own it, and how it’s expected to perform.
