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


 

Underwriter: Goldman Sachs

Index Linked to: S&P 500

Cap: 9.60%

Buffer: 10.00%

Execution Date: June 28, 2021

Valuation Date: July 5, 2022

Underwriter: Barclays

Index Linked to: S&P 500 & DOW JONES

Cap: 15.30%

Buffer: 15.00%

Execution Date: June 28, 2021

Valuation Date: December 28, 2022

Underwriter: Goldman Sachs

Index Linked to: S&P 500 (Dual Directional)

Cap: 19.65%

Buffer: 10.00%

Execution Date: June 28, 2021

Valuation Date: July 3, 2023

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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