Structured Investments
Structured Investments
Blue Bell Private Wealth Management uses Structured Investments to offer clients market-like exposure with partial downside protection. We utilize Structured Investments for clients who want to offset the risk inherent to investing in equity markets.
Our income is derived solely from our clients. Our loyalty is to our clients, not any large investment company or bank.
Structured Investment History
Structured Investments provide investors with defined outcomes during markets with lots of uncertainty. They provide returns based on underlying assets with scenarios that include partial downside protection and potentially enhanced upside returns. There are many available Structured Investments today, however, not all are created equal. Once known as Wall Street’s Best Kept Secret, Structured Investments have grown in popularity as a hedge option in clients’ portfolios.
Insights
10 Years from Financial Crisis
On September 15, 2008, Lehman Brothers, the fourth largest U.S. investment bank, with $639 billion in assets and over $600 billion in
The Power of Compound Growth
The 10 millionth Ford Mustang recently rolled off the assembly line. 10 MILLION! As amazing as 10 million is, there may be
Hindsight is 20/20
Amazon, Inc. had its initial public offering (IPO) 20 years ago this past Monday on May 15, 1997 and has grown to
