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: Buffered Index

Underwriter: Morgan Stanley

Index (Indices): S&P 500 Futures Excess Return
Participation Rate: 203%
Cap: UNCAPPED
Principal Barrier: 50.00%
Execution Date: May 8, 2024
Maturity: 60 Months

Offering #2: Dual Directional Buffered Index

Underwriter: Goldman Sachs

Index (Indices): Lesser performing of S&P 500 & Dow Jones
Participation Rate: 100%
Cap: At least 16.60%
Principal Buffer: 100.00% principal protected
Execution Date: May 8, 2024
Maturity: 18 Months

Offering #3: Dual Directional Buffered Index

Underwriter: BMO

Index (Indices): S&P 500
Participation Rate: 100%
Cap: At least 23.10%
Principal Buffer: 20.00%
Execution Date: May 8, 2024
Maturity: 24 Months

Offering #4: Designed Income

Underwriter: Barclays

Index (Indices): Lesser performing of S&P 500 and Dow Jones
Participation Rate: 106.5%
Cap: UNCAPPED
Principal Buffer: 15.00%
Execution Date: May 8, 2024
Maturity: 24 Months

Offering #5: Designed Income

Underwriter: Bank of America

Index (Indices): Lesser performing: S&P 500, Dow Jones, & Nasdaq 100
Annualized Coupon: At least 7.75% (Paid Monthly)
Coupon Barrier: 50.00%
Principal Barrier: 50.00%
Execution Date: May 8, 2024
Maturity: 36 Months
Call Provision: Underwriter callable after 1 year

Offering #6: Designed Income

Underwriter: Bank of America

Index (Indices): Lesser performing: S&P 500, Dow Jones, & Nasdaq
Annualized Coupon: At least 9.35% (Paid Quarterly)
Coupon Barrier: 25.00%
Principal Barrier: 40.00%
Execution Date: May 8, 2024
Maturity: 36 Months
Call Provision: Underwriter callable after 1 year

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.

I am interested in learning more
about this product.