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What are Structured Portfolios?
Structured Portfolios are portfolios that have stock-like results with far lower market risk and, in many cases, higher return potential than ordinary stock or market/index-based portfolios. This is accomplished by substituting bonds and derivative instruments for stocks, mutual funds or index ETFs.
SP(R)specializes in risk management with upside potential for portfolios of $5m and higher.
Investors who use us want a portfolio with these characteristics:
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Little to no market risk
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Ability to match or receive a multiple of the return of the S&P 500 or other indexes,
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The opportunity to outperform the S&P 500 by repositioning, particularly in down markets
Our strategies utilize combinations of options, structured notes, and other positions. We mix these elements together creatively in ways designed to achieve the investor’s objectives, whether those be for risk reduction, return enhancement, or both.
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Structured Portfolios involve default risk on bonds and protection against that risk with puts on bond indices or ETFs.
How are our portfolios different?
Our structured portfolios are customized for each client. Think of it as a bespoke investing experience done through personalized one-off engineering for each of our high-net-worth clients.
Our-unique value proposition is crafting option/zero-coupon/fixed income combinations for downside protection, which is rarely found at other firms due to the inability to scale (advisors lean heavily towards scalable solutions).
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We are committed to helping you grow your money with limited downside risk and greater upside potential.