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FAQs
How are structured portfolios designed to minimize risk?
At Structured Portfolios, we meticulously design portfolios to minimize risk by holding bonds and derivative investments. Call options allow upside participation, while bonds guarantee return of most or all original principal. The approach also in many cases enhances return as well. Our strategic approach aims to optimize, and often magnify, returns while managing risk effectively.
What are the benefits of structured portfolios for long-term investment goals?
Structured Portfolios are tailored to align with long-term investment goals, offering a balanced mix of investments to enhance potential returns while spreading risk. The lowered risk helps clients avoid selling positions at inopportune times. This approach helps investors stay focused on achieving their financial objectives over the long term.
How does Structured Portfolios ensure transparency and accessibility?
We prioritize transparency by providing easy access to detailed portfolio information, performance reports, and investment updates. All positions and transactions are listed on client account statements and in online account access systems.
What personalized services does Structured Portfolios offer?
At Structured Portfolios, we understand that each client has unique financial aspirations. We offer personalized services, consistent with our investment approach, including tailored investment strategies, portfolio reviews, and expert guidance to support our clients in achieving their financial goals.
How can Structured Portfolios assist in aligning investments with risk tolerance?
Our team at Structured Portfolios works closely with clients to assess their risk tolerance and customize portfolios accordingly. By aligning investments with individual risk preferences, we strive to provide a comfortable investment experience while aiming for above-market long-term growth.
Is there a minimum investment requirement to access Structured Portfolios' services?
Structured Portfolios offers its expertise to a wide range of investors, catering to varying investment sizes. However, our approach works best with portfolios that exceed $5,000,000, due to the ability to purchase appropriate vehicles using the most cost-effective options.