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
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Typical Structured Investment
Buyer |
Managed Laddered accounts |
Sold as a single investment |
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Secondary market advantages |
Secondary market not followed |
Continuously monitored for discounts
and
premiums |
"Buy and Forget" strategy |
Minimized fees through competitive
bidding |
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Established relationships with
multiple investment
banks |
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Advanced proprietary models and
reports |
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Experience and specialization in
structured
investments |
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Our Separately Managed Accounts offer both individual and institutional
investors an opportunity to benefit from our experience and
specialization in managing Structured Investments in a cost-effective
basis. For more information about our SMAs, please contact us to see how we can
benefit you and your firm. We encourage everyone to view our live web
educational presentation on Structured Investments and BBPWM Separately Managed
Accounts. Please click here for a our SMA brochure.
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