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Structured Notes


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

. Introduction
. How It Works
Four Types of Structured Notes
. Summary of Investor Risks

Introduction

Most individuals' investment portfolios are limited to real property, stocks, bonds and mutual funds.

In the past, only the wealthiest of individual investors have been able to access complex, performance-linked investments in a variety of asset classes that offer (a) the option of hedged, downside principal protection in tandem with (b) uncommon upside potential.

Today, Structured Notes make these advantages available to round out an investor's portfolio.  Structured Notes are sophisticated investments structured around your client's preferences, such as:

  • Tolerance for risk
  • Investment time horizon
  • Market outlook - bull, bear or neutral
  • Interest in a particular asset class or security

 


 
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