Structured Note Portfolios
Diverse upside capture with deep downside protection.
What are structured notes?
Structured notes are term-limited instruments that offer exposure to the market with substantial principal protection.
To learn more about how these instruments work, please read our full brochure.
Our Portfolios
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.