Prove your firm’s value with an investment strategy that matches your growth ambitions.

Altium's Defined Outcome Strategies use actively managed bond and options portfolios in an attempt to protect principal in down markets and capture upside when markets rise. Your clients keep full liquidity without loss of control.

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Why Defined Outcome Strategies

  • Complete Flexibility

    Give clients exposure to a wide range of markets, protection levels, and return profiles — matched to their actual goals.

  • Risk-Optimized Returns

    Proprietary models run hundreds of thousands of scenarios to find a risk/return profile for every strategy.

  • Upside Capture

    Active management ratchets the options floor upward as markets rise, so clients don't give up gains to maintain protection.

  • End-to-End Delivery

    Altium's team of institutional traders and portfolio managers handles execution. Your team stays focused on clients.

Use Cases for Advisors

Closing high-net-worth prospects

When a high-net-worth investor asks what makes your investment approach different, you need something concrete, not just a philosophy. Defined Outcome Strategies give you a specific, differentiated offering that sophisticated investors immediately recognize as institutional grade.

Retaining clients through market volatility

The advisors who lose clients in corrections aren't the ones with bad portfolios, they're the ones whose clients don't understand how their portfolio is protected. When principal protection is built into the strategy, the conversation changes.

Replacing annuities without losing the outcome

Your clients may already own annuities for the protection, but those strategies often come with steep fees and giving up liquidity. Altium's strategies deliver a similar outcome, but directly into their account and as fully liquid.

Creating separation from TAMPs and model portfolios

If your investment strategy is available to every advisor on your custodian's platform, it can't be your competitive advantage. Altium's sub-advisory relationship means the strategy is yours. Customized to your clients and white-labeled to your firm.

You don't have to choose between protecting clients and growing your practice.

Advisors who deliver a Defined Outcome Strategy have something their competitors don't: a concrete answer to the question of "what happens to my money if the market drops?" 

When you have a defined answer to the question, you can not only win business. You can keep it.

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