Buffered Index Portfolio Complimentary Guide
Buffered Index Portfolio
Growth Potential. Pre-Determined Downside Buffers.
As an investor, are you looking for market-like returns without putting yourself completely at the mercy of the market? Sure, there’s plenty of safe money options out there, but the tradeoff is limited upside potential.
With the Gradient Investments Buffered Index Portfolio, things could be different. With caps allowing market participation up to a pre-set percentage, you can invest in a portfolio that has the potential to offer better returns than many safe money options while also providing a pre-determined level of downside protection.
The Gradient Investments Buffered Index Portfolio utilizes structured notes to create upside participation with a pre-determined level of downside protection against volatile markets. Now, investors are offered the opportunity to take advantage of growth up to a pre-determined return cap in addition to a pre-defined level of buffer against market losses.
Our Sound Money Approach
At Brown Financial Advisors, we embrace our role as an advocate for our clients, always acting with your best interest in mind.
While many financial services professionals focus on products, our experience shows your needs are best met by focusing on processes, strategies, and most importantly, people.
We understand it can be hard to put together a retirement strategy without being able to see the whole picture. Our Sound Money Strategies integrate all aspects of your financial plan in a coordinated effort to provide on-going clarity and multi-generational wealth.