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Protected Growth
Other Strategies
About Strategy
Utilizing options, (or annuities with options) and more to provide "buffered" downside protection with capped upside potential. Portfolio seeks to provide long-term protected growth. Downside protection can be applied at 9%, 15%, 20%, or 30%. Additional downside protections are available including a 10% floor.
Composition
Equity, Bonds, and Options
Risk Level (1-100):
Varies
Varies
Strategy Fee:
Varies
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Primary Goal
Structured Protected Growth
Benchmark
Varies
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