Advisor Insights
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.
Tag: Institution
Advisor Insights
How to Unlock Uncorrelated High Income Strategies
The Piton Structured Note High Income Strategy offers financial professionals a unique approach to yield—generating income from equity volatility instead of economic growth. By leveraging single-name reverse convertible notes, this…
Advisor Insights
More Investors Are Turning to Guaranteed Income Strategies—Here’s Why
In a market defined by volatility and uncertainty, investors are rethinking traditional income strategies. Discover how a smarter, more tactical approach is delivering guaranteed yield—without relying on economic growth or…
Advisor Insights
How to Turn Market Volatility Into Uncorrelated Income
Kris Konrad shares how Piton’s Structured High Income Strategy turns single-name equity volatility into yield—doubling the income potential of traditional high-yield ETFs.
Advisor Insights
Fixed Income Investing with an Institutional Edge: Why Intermediate Duration Works
From active management to institutional-grade precision, this article breaks down how investors can balance yield, stability, and growth in a rapidly changing market.
Advisor Insights
How RBC is Bringing Tactical Innovation to Structured Products
RBC’s Matt Swingle joins David Townsend to break down the S&P Market Agility Index—how it blends equity and fixed income exposures with tactical, rules-based volatility control.
Advisor Insights
Fixed Income Strategies for RIAs Balancing Yield, Liquidity, and Risk
Discover how active fixed income strategies can help RIAs, advisors, and institutions preserve capital, maintain liquidity, and capture enhanced yields in today’s volatile interest rate environment.
Advisor Insights
Personalized Fixed Income Solutions for 2025 with Piton Investment Management
Dive into two actively managed fixed income strategies tailored for today’s markets: the tactical ultra-short duration strategy and the taxable intermediate duration strategy.
Advisor Insights
Structured Notes in 2025: Building Portfolios with Purpose
David Townsend sits down with Kyle Markham to explore how Structured Notes are evolving from tactical tools to strategic portfolio staples—and how Halo’s platform is helping advisors manage them at…
Advisor Insights
Navigating Market Volatility: Portfolio Protection Strategies Using Structured Notes
Jason Barsema sits down with Phil Johnson of Rothschild Wealth Partners to discuss how Structured Notes can provide portfolio protection and growth opportunities during market volatility.
Advisor Insights
Tackling the Retirement Crisis: A New Path to Financial Security
As financial leaders and policymakers meet to discuss the retirement crisis, new investment strategies are becoming important. We believe Structured Notes can be one of the tools for better financial…
Advisor Insights
How to Use Market Volatility for Increased Income
Piton’s Kris Konrad joins What the Halo to discuss a fresh approach to generating uncorrelated income. Discover why structured notes are gaining traction and how they could reshape the way…
Advisor Insights
Market Forecasting Is Hard: Here’s Your Uncertainty Hedge
Market forecasts often miss the mark, but Structured Notes offer investors a strategic opportunity to hedge against uncertainty, protect capital, and navigate volatility with confidence.
Advisor Insights
Alternative Investments: Five Reasons to Consider Structured Notes Instead
As the "alternative to alternatives," incorporating Structured Notes into client portfolios is the strategy that may set advisors apart.
Advisor Insights
Navigating Market Volatility: Investment Ideas for Stability and Opportunity in 2025
Structured Notes can offer stability in volatile markets, providing potential returns, cash flow, and downside protection through tailored strategies.