Invest Without Losing the Peace of Mind with Buy Hold Plus

Risk Management

Buffered strategies have been used by institutions for decades to hedge risk. These strategies have come to the forefront in a market environment where more traditional forms of risk management have proven challenging.

Tax-Efficient

No fixed income means no taxable interest, while a 100% ETF portfolio means it tends to have less in taxable capital gain distributions compared to a similarly structured mutual fund.

No Credit Risk

There is no risk associated with borrowers failing to make their payments or defaulting on loans held because there are no bonds or fixed income.

Liquid

Can be bought and sold daily, making funds readily available upon settlement, as with any ETF.

No Surrender Fees

As opposed to buffered annuities, there are no surrender charges or schedules.

Resources.

Marketing

Buy/Hold Plus® Buffered Brochure

Our brochure provides a complete overview of the Buy/Hold Plus® Buffered product.

Performance Reports

Buy/Hold Plus Buffered 60

Buy/Hold Plus Buffered 100

Our other investment products.

We have been providing investors with a simple approach to sophisticated investing strategies since 2005.

Manages company-sponsored work plan accounts in place for individual investors.

Questions?

Our team of professionals will be able to support you with any questions you may have.

Managing Outcomes.