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What are Structured Portfolios?

Structured Portfolios are custom-built investment positions designed to offer stock market returns with significantly less market risk. Instead of buying stocks, mutual funds, or index ETFs, we construct portfolios using a strategic combination of fixed income and options to align with your long-term goals.

These portfolios are not day trades, speculative bets, or pre-packaged structured notes. Every position is carefully constructed and held for a specific investment period, with defined expectations around risk and return.

Structured Portfolios are built for portfolios of $5 million and above, and appeal to investors who want:

  • Lower risk than traditional stock market investing
     

  • Defined downside protection
     

  • To match—or exceed—S&P 500 returns
     

  • Higher return per unit of risk, especially in volatile markets
     

We use tools like fixed income positions, call options, and protective puts to shape outcomes that meet your specific investment objectives. Whether you're looking to minimize downside, boost upside, or both, Structured Portfolios aim to deliver a smarter, more secure way to invest

Blue Glass Steps

How are our portfolios different?

At Structured Portfolios, we don’t use cookie-cutter models. Each position is hand-built, combining fixed income securities, calls, puts and long-term positions in a customized structure tailored to your specific goals.

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This is not day trading.
This is not speculative options trading.

This is not structured notes with hidden fees.

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We use long-term, fully transparent positions held in your own brokerage account—not wrapped products or pooled funds. There’s no manager guesswork, no betting on stock picks, and no short-term gambling.


We combine long call options, fixed income positions, and protective put strategies to give you the ability to:

  • Limit or define downside risk

  • Participate in market gains (often with a multiplier effect)

  • Maintain clarity, transparency, and control over your holdings
     

Because this level of customization doesn’t scale easily, it’s rarely offered by other firms. But for high-net-worth families, pensions and foundations who care about capital preservation and growth, it’s worth it.

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