INVESTING

Structured Investments

Structured Investments utilize various trading techniques to provide a range of unique risk reduction and diversification strategies.  Structured Investments are both compliments and/or alternatives to ETF and Index Fund investing.

Our income is derived solely from our clients, our loyalty is to our clients not a large bank.

Features

They provide investors access to markets in a simpler and more cost effective manner.  Investors’ returns are linked to underlying assets such as broad market indexes (domestic and foreign), stocks, baskets of stocks, interest rates, currency, commodities, and many other asset classes.

Structured Investments provide a cost effective way to monetize a particular market view: (Bullish, Bearish, and Neutral).

They have been popular abroad for years, and are becoming more well- known and utilized by individual investors in the U.S.  Structured Investments provide a cost effective way to monetize a particular market view: (Bullish, Bearish, and Neutral).  A combination of numerous Structured Investments in a portfolio can provide suitable risk versus reward profile and is suitable for conservative to aggressive investors.

Advantages

  • Ability to monetize a particular market view
  • May provide downside protection
  • May provide enhanced returns
  • Access to markets that may be difficult to enter

Benefits

  • May provide partial principal protection
  • Tax-efficient access to fully taxable investments
  • Enhanced returns within an investment
  • Reduced volatility (or risk) within an investment
  • The ability to earn a positive return in low yield or flat equity market environments
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As a client of Blue Bell Private Wealth Management, LLC (“Company”), by selecting the “I Agree” button, I elect to participate in the password-protected access portion of Company Internet web site.  I understand that my participation will allow me to review certain investment-related information published by Company and unaffiliated third parties.  This password-protected access is made available to clients of Company free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.

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