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Understanding Structured Notes for Your Portfolio

a
Comprehensive primer to discover how structured notes can enhance returns, manage risk, and create customized investment solutions.

Why Download This Guide?

4

Demystify Complex Instruments

Understand structured notes with clear explanations, practical examples, and real-world applications that make sophisticated concepts accessible.

5

Enhance Portfolio Performance

Learn strategic ways to use structured notes for yield enhancement, risk management, and tactical asset allocation.

6

Make Informed Decisions

Gain the knowledge to evaluate structured note offerings, understand their risks and benefits, and determine if they align with your investment goals.

What's Inside the Primer

Complete guide to structured note mechanics
Types of structured notes explained
Real-world examples and case studies
Strategic portfolio integration techniques
Risk assessment and management strategies
Common misconceptions addressed
How to evaluate structured note offerings
Tax efficiency considerations

Structured Notes

Why Structured Notes Matter Now

In today's challenging investment environment of compressed yields and heightened volatility, structured notes offer unique solutions that traditional investments cannot replicate. Whether you're seeking enhanced income, downside protection, or specific market exposure, understanding structured notes can open new opportunities for portfolio optimization.

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Get instant access to our comprehensive Structured Notes Primer
Founded in 2015 by industry veterans Jim Fortescue and Kristopher Konrad, Piton Investment Management addresses the market need for bringing separately managed accounts to independent advisors. Drawing on our leadership's extensive experience from Annaly Capital Management and our team's expertise from HSBC Private Bank Americas, we provide RIAs with institutional-level access to a comprehensive fixed income portfolio, all customized to deliver enhanced yield potential with tailored market exposure.

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The Piton team aims to form long-term trusted partnerships by providing complete solutions and exceptional service.

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