Redefining Risk Management

Principal Protected Investments

These Principal Protected vehicles have several additional advantages over other commonly offered investments… such as:

  • No lock-ups!
  • No surrender charges!
  • Not just guaranteed by the balance sheet of an insurance company like Annuities!, but guaranteed by over 350 investment grade corp and gov’t bonds.

Principal protection feature includes debt instruments that provide a guaranteed face value at a future date and provide interest/coupon income. Investors will need to hold the investment to a specific maturity date (typically 10 years) to recognize the full benefits of such investments.

There is a high risk of loss when trading futures and options. Futures and options trading may not be suitable for all investors. Principal protected investment vehicles are not suitable for all investors.