Structured Note Portfolios
Diverse upside capture with deep downside protection.
What are structured notes?
Structured notes are term-limited instruments issued by large banks 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
Altium Growth
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The Growth portfolio is designed to provide access to market upside while offering substantial principal protection should markets decline.
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Portfolio allocation:
95% growth notes
5% cash / yield-bearing securities
No systematic distributions.
Altium RMD Growth
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The RMD Growth portfolio is designed to provide access to market upside, offer substantial principal protection should markets decline, 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.
Altium Growth & High Yield
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The Growth & High Yield portfolio is designed to provide exposure to market gains, generate income via coupon payments, and offer substantial principal protection should markets decline.
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Portfolio allocation:
60% growth notes
30% income notes
10% cash / yield-bearing securities
Single annual RMD permitted.
Altium High Yield
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The High Yield portfolio is designed to generate income via coupon payments while offering substantial principal protection should markets decline.
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Portfolio allocation:
96% growth notes
4% cash / yield-bearing securities
Monthly, quarterly, and annual systematic distributions permitted.