Offer actively managed portfolios with diversified upside and deep downside protection.
Structured notes give your clients exposure to market growth with the goal of substantial downside protection built in.
Our Portfolios
Altium's Structured Note Portfolios are term-limited instruments that aim to combine broad market exposure with substantial principal protection. Our team actively manages each portfolio for the right note mix to match your clients' goals.
Growth
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The Growth portfolio is designed to provide access to market upside while offering substantial principal protection.
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Portfolio allocation**
95% growth notes
5% cash / yield-bearing securities
No systematic distributions.
RMD Growth
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The RMD Growth portfolio is designed to provide access to market upside, offer substantial principal protection, and provide liquidity for required minimum distributions in qualified accounts.
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Portfolio allocation**
80% growth notes
20% cash / yield-bearing securities
Single annual RMD allowed.
High Yield
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The High Yield portfolio is designed to generate income while offering substantial principal protection.
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Portfolio allocation**
96% growth notes
4% cash / yield-bearing securities
Monthly, quarterly, and annual systematic distributions permitted.
Custom Portfolios
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Whether you’re looking to create white-labeled portfolios for general consumption or a tailored offering for an UHNW client, Altium’s Custom Portfolios give you the flexibility to design solutions that provide market exposure, generate income, and offer substantial principal protection.
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Portfolio allocation**
Customized to your firm’s needs
Single-account portfolios have a $10M+ minimum
Distributions vary by allocation.
Your clients have worked too hard and too long to watch a bad market quarter undo years of progress.
Advisors who offer structured note portfolios give their clients the ability to participate in growth without betting everything on it. That's a conversation that can build trust and win referrals.