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: JPMorgan

Index: S&P 500 & Dow Jones

Cap: 10.00%

Buffer: 10.00%

Maturity Length: 12 months

Offering Size: $2m

Funding Deadline Date: April 30, 2021

Execution Date: May 4, 2021

Valuation Date: May 5, 2022

Settlement Date: May 10, 2022

Underwriter: Morgan Stanley Finance, LLC

Index: S&P 500 & Dow Jones

Cap Floor: 7.9%

Buffer: 15.00%

Maturity Length: 12 months

Offering Size: $2m

Funding Deadline Date: April 15, 2021

Execution Date: April 19, 2021

Valuation Date: April 20, 2022

Settlement Date: April 25, 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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