Buffered ETFs often cap upside gains, underperforming in rallies like 2025's S&P surge due to their static structure. Buffered SMAs could offer superior flexibility, customization, and growth potential while managing downside risk.
NewEdge Structured Note SMA strategies could be an efficient way to tap into the potential behind Structured Notes, but without the hassle that regularly slows advisor adoption.
It's never been easier to protect your portfolio with Structured Notes. This primer offers some simple examples, including how to analyze things.
Looking for more predictable portfolio outcomes? Defined-outcome investments, like Structured Notes, can help you reshape your returns by providing downside protection in exchange for a capped upside.
The Piton Structured Note High Income Strategy offers financial professionals a unique approach to yieldโgenerating income from equity volatility instead of economic growth. By leveraging single-name reverse convertible notes, this strategy creates uncorrelated income with built-in downside awareness.
Nov. 14 & 21 โข 1:00 pm CT