Structured Products

Income-focused portfolios for retirement planning

One of our key competitive advantages is our suite of structured products, an alternative to mutual funds. With 32 years of capital markets experience on both the retail and institutional side, we give our clients access to products like principal at risk (PAR) notes.

We like them because PAR notes give exposure to the market with a fixed type of return. They’re a key asset in our approach to portfolio design and can be tailored to a specific economic situation. They offer us an upside potential return on income and give us downside protection in case of an economic downturn. We see them as an effective instrument whether your goal is growth or income.

Let us know if you’d like to learn more.