Structuring Your Principal Protected Investment
A Prudent Investment Strategy for Today’s Volitile Markets
When constructing the PPI it’s important to understand our objective, which is design a strategy that allows us maximum exposure to the growth end of the investment spectrum with as little risk as possible. Our solution to this is twofold:
First, we guarantee the principal over a pre-defined investment period of your choice; 3, 5, 7 or 10 years, by investing in zero coupon bonds issued by the U.S. Treasury with a specific maturity date.
Next, we take the remaining principal and select an equity index ETF options portfolio that is weighted and rebalanced bi-monthly. The index selection and weighting is calculated using our proprietary model to target optimum performance.