An investment portfolio that combines upside participation
with a predetermined level of downside protection.

Safe Harbor Wealth Advisors &
Gradient Investments

Buffered Index Portfolio

CURRENT OFFERINGS


 

Offering #1: Dual Directional

Underwriter: Barclays

Index Linked to: Lessor of S&P 500 & Dow Jones
Cap: at least 38.00%
Buffer: 10.00%
Execution Date: September 24, 2021
Valuation Date: September 25, 2023

Offering #2: Buffered Index Strategy

Underwriter: Goldman Sachs

Index Linked to: Lessor of S&P 500 & Dow Jones
Cap: at least 15.35%
Buffer: 15.00%
Execution Date: September 24, 2021
Valuation Date: March 24, 2023

Offering #3: Buffered Index Strategy

Underwriter: Citigroup

Index Linked to: S&P 500
Cap: at least 10.00%
Buffer: 10.00%
Execution Date: September 24, 2021
Valuation Date: September 27, 2022

For more information, call (614) 760-0670 or click on calendar to schedule an information call

What a Buffered Index Portfolio can do for you:

An Investor participates in the index price return up to a predetermined cap

 

The investor is protected against loss via a predetermined buffer

 

If the index return is below the level of the buffer, the investor begins to experience loss

 

The product is designed as a point-to-point offering with a defined maturity date

 

Minimum investment of $25,000

 

Take advantage of growth up to a predetermined return cap but with a defined level of buffer against market losses.

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