SERVICES

Structured Products

Structured Products offer a multifaceted approach to investing, combining growth and income potential with risk management. Invictus principals have allocated billions in structured products for over a decade, placing our team amongst the most experienced in the world. We are proud to offer Structured Products in tandem with our preferred provider, Halo Investing.

 

“The 8th wonder of the world is compound interest”

- Albert Einstein

What Are Structured Products? 

Structured products are hybrid financial instruments that blend traditional fixed-income securities with derivatives. This combination allows for a customized exposure to various underlying assets such as equities, commodities, interest rates, and currencies. Commonly structured notes are used to generate a precise risk-return profile for equity investments.

 

Risk Management

 

Downside Protection: Options for partial or full principal protection to shield your initial investment. 

Defined Risk: Know your potential loss upfront, allowing for strategic risk management.

Return Opportunities

 

Enhanced Returns: Potential for higher returns compared to traditional fixed-income products. 

Leverage Opportunities: Benefit from market movements without directly investing in the underlying asset. 

Customized Payouts: Choose from various payout structures, such as income streams or accelerated growth.

 

Diverse Portfolio Integration

 

Asset Diversification: Access different markets and asset classes within a single investment.

 

Income Generation: Options for periodic income through coupon payments.

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The information contained herein is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of this information should not be construed by any consumer and/or prospective client as the Firm’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation. Furthermore, information contained here should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Firm. Any subsequent, direct communication by the Firm with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the states where the prospective client resides. For information pertaining to the registration status of the Firm, please access the United States Securities and Exchange Commission website at www.adviserinfo.sec.gov. A copy of the Firm’s current disclosure statement discussing its business operations, services, and fees is available from the Firm upon written request. The Firm does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.

This material is general in nature and is not directed to any category of investors and should not be regarded as individualized, a recommendation, investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions and the appropriateness of this material should be made based on an investor’s individual objectives and circumstances and in consultation with his or her advisors.

This material is presented solely for informational purposes, and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment or strategy is suitable for a particular investor. It should not be assumed that any investments identified and described were or will be profitable. Any views or opinions expressed may not reflect those of the firm as a whole. Certain products and services may not be available in all jurisdictions or to all client types. Indexes are unmanaged and are not available for direct investment. The use of tools cannot guarantee performance. Diversification does not guarantee profit or protect against loss in declining markets. Investing entails risks, including possible loss of principal. As with any investment, there is the possibility of profit as well as the risk of loss. Past performance is no guarantee of future results.

The Invictus Collective does not provide legal or tax advice. Please consult with your tax advisor to determine the implication of this and any other investment accounts.