Quote:
Originally Posted by funbobbyrob
There are products for accredited investors via any major bank wealth manager that have capital preservation (0% return as max downside) and participation for market upside. Some have caps and others may not that still offer liquidity. Also there are ‘rich man’s Roth’ products via IUL insurance products with similar mechanics with other tax benefits on the accumulation. These products rely on options not just equities to limit downside risk while still getting upside.
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We call them structured investments.