Structured Notes may efficiently tap into emerging investment themes, while offering an enhanced yield, market participation, and downside protection.
The following video breaks down how Jason Barsema, president of Halo Investing and Kris Konrad of Piton Investment Management use Structured Notes to make the most of timely investment opportunities.
Seizing tactical opportunities is never easy, but Structured Notes can help. Additional topics discussed include:
- How volatility affects an investment’s cash flow potential.
- Why Income Structured Notes can help generate stable investment cash flows.
- How Structured Notes can help produce investment income for non-dividend-paying names.
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Please see our Halo Disclosure Page for important disclosures.
An investment in Structured Notes may not be suitable for all investors. These investments involve substantial risks. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
This communication is for informational purposes only. It is not intended as an offer or solicitation for the purchase or sale of any financial instrument. All information contained in this communication is from third party sources and is not warranted as to completeness or accuracy and is subject to change without notice. Any comments or statements made in this communication do not necessarily reflect the views of Piton Investment Management or Halo Investing. The foregoing information has not been provided in a fiduciary capacity and is not intended to be, and should not be considered as impartial investment advice. This document shall not constitute an offer to invest. Accordingly, this document should not be relied on in making any investment decisions. You should talk to your financial professional before making a decision to invest.
US324/1.0/2501
