.png)
As Quoted In
_edited.png)
Structured Portfolios is more than a name—it's our philosophy.
Smarter Investing for High-Net-Worth Portfolios & Ultra-High-Net-Worth Families
With over 40 years of experience, we’ve developed a bespoke, risk-conscious investment approach tailored for high-net-worth families and individuals.
At Structured Portfolios, we help you protect and grow your wealth—without riding the highs and lows of traditional stock market investing.
Our proprietary strategies are designed for portfolios of $5 million and up, using a carefully constructed mix of options, structured notes, and custom bond positions. This allows us to reduce risk while maintaining strong return potential—often matching or outperforming the S&P 500, especially in turbulent markets.
Our clients come to us for:
-
Minimal market risk
-
Upside participation in indexes like the S&P 500
-
Creative, customized strategies that thrive in all market conditions
We integrate this investment philosophy across all of our services—including investment management, estate planning, and comprehensive financial planning—to help you move forward with confidence.
Our Services
Build sophisticated, low-volatility investment strategies designed to protect and grow wealth for families with $5M+ in investable assets.
Our approach is highly customized, drawing from institutional tools and disciplined planning to deliver performance with intention—not speculation.
We view estate planning as more than asset transfer, it’s legacy design. For families with $5M+ in investable assets, thoughtful estate planning is essential to protecting what you’ve built and passing it on with clarity and control.
We integrate your estate goals into your broader investment strategy, ensuring alignment across generations.
Gain access to strategic financial planning services that lay the foundation for your long-term financial success. We work with you to create comprehensive financial plans tailored to your unique circumstances.
Mitigate investment risks with our advanced risk management solutions. Our proactive structured approach helps safeguard your investments and minimize potential downside risks.
Interviews
 |  |  |  |
|---|---|---|---|
 |  |  |  |
About Us
At Structured Portfolios, we are dedicated to providing unique, customized investment consultancy services. We specialize in reducing risk and, usually, enhancing returns for our investors, using bonds and derivatives instead of actual stock investing. Outcomes are far better definable, with defined target dates, than with ordinary stock investing. Our team is committed to simplifying complex financial concepts and guiding you towards a secure financial future. Partner with us to navigate the world of higher-end investments with confidence.
