Managing Structured Investments
Blue Bell Private Wealth Management monitors on a daily basis proprietary models of listed structured investments which provide:
- Positive returns during flat markets,
- Portfolio growth during moderately down markets,
- Built in buffer against downward market movements,
- Ability to invest at discounts to intrinsic value with short maturity dates
Our separately managed accounts have access to numerous Structured Investments, which adds diversification and balance to a managed portfolio. We tailor an allocation to match your needs, risk tolerances, and market views. Below are different characteristics available:
Structured Investment Types
- Full Principal at Risk (EARNS)
- Partial Principal Protection (BRENS, CURLS, CPDNS)
- Full Princpal Protection (PPNS)
- Yield Enhancement (REVCONS)
Multiple Indices
- Domestic: S&P 500, DJIA, Nasdaq-100, Russell 2000
- International: MSCI EAFE, Nikkei 225, DJ Euro Stoxx 50
- Other: Energy Sector, Currencies, Commodities
Multiple Maturities (Ladder Portfolio)
- Designed to meet individual financial objectives including time horizon, risk tolerance, income and principal preservation
- Provides structure, stability, and predictable flow of capital
- Reduces exposure to reinvestment risk
- Captures price appreciation
Issuers
- BBPWM recommends not buying just one Structured Investment but having a managed laddered portfolio of many structured investments. A laddered structured investment portfolio not only adds diversification but will:
- Meet clients’ financial objectives including time horizon, risk tolerance, income, and principal preservation
- Provide structure, stability, and predictable flow of capital
- Reduce market volatility
- Minimize significance of point-to-point transactions
- Reduce exposure to reinvestment risk
- Capture price appreciation
