Structured Notes
You’re looking to preserve your underlying investment capital for long-term planning. You could also use steady income. Structured notes offer downside protection with upside potential.
Expand Your Investment Opportunities with Structured Notes
Structured notes are a hybrid security with both a bond and derivative component that can be a great solution for sophisticated investors looking for flexible ways to grow and protect their wealth. Your investment advisors at Rothschild Wealth Partners will source reliable issuers and walk you through all the opportunities that may work best for your personal situation.
Diversify Risk
Derivatives offer upside potential by linking to the underlying asset, such as commodities and currencies.
Supplement Income
Structured notes can come with a regular coupon payment for the term of the note, providing steady income.
Preserve Capital
Limit potential losses from the underlying asset price with hard or soft protection.
How Does It Start? By Making Sense of Your Money.
When do you want to retire? How much will you need for your lifestyle? What can you do to support your family? How do you build your legacy?
Our process starts by understanding what your money is, and what your goals are. From there we can start to plan.
Custom Investment Portfolios with Personalized Service
Rothschild Wealth Partners takes your entire financial picture into consideration when allocating your investments. We’ll design investment portfolios using specialized investment solutions to fit your risk appetite and help you reach your unique wealth management goals.
Alternative Investments
Gain greater diversity and reduced volatility with private equity, venture capital, private credit, real estate, and other real assets.
Direct Indexing
Align your portfolio to your individual goals, objectives, and preferences by investing directly into a basket of stocks that replicate a given index.
Chicago-Based Investment Professionals Serving You Nationwide
Rothschild Wealth Partners has an experienced team of credentialed investment advisors to serve you no matter where you live or work. Contact us today to learn more about how structured notes may fit into your portfolio.
