structured investments

structured investments

Structured investments offer tailored risk and reward profiles through custom securities designed to perform in specific market conditions.

Seize the opportunities in this asset class with timely, bespoke offerings from Arta Finance.

  • $25,000 investment minimum

  • Flat 0.5% annual fee

  • Invest in minutes

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Screens previewing the brochure for structured offerings

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Rally September 2024

CLOSES Oct 03, 2024

Delivers ~1.5x the potential 2-year gains of the lower-performing index between the S&P 500 and Nasdaq 100

Timeline showing returns over a 2 years period
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Rally September 2024

CLOSES Oct 03, 2024

Delivers ~1.5x the potential 2-year gains of the lower-performing index between the S&P 500 and Nasdaq 100

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See disclosures
Timeline showing returns over a 2 years period

Yield August 2024

CLOSED Sep 05, 2024

Earn a 25.85% annual yield if AI semiconductor leaders NVDA and AMD avoid significant declines

Timeline showing returns over a 4 years period

Yield August 2024

CLOSED Sep 05, 2024

Earn a 25.85% annual yield if AI semiconductor leaders NVDA and AMD avoid significant declines

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Timeline showing returns over a 4 years period

Protect July 2024

CLOSED Aug 08, 2024

Invest in a basket of three global indexes while getting full principal protection

Timeline showing returns over a 4 years period

Protect July 2024

CLOSED Aug 08, 2024

Invest in a basket of three global indexes while getting full principal protection

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Timeline showing returns over a 4 years period

Balance June 2024

CLOSED Jun 30, 2024

Delivers 110.9% of the returns on the S&P 500 Index if it's up, or get 10% principal protection if it's down after a 4-year period

Timeline showing returns over a 4 years period

Balance June 2024

CLOSED Jun 30, 2024

Delivers 110.9% of the returns on the S&P 500 Index if it's up, or get 10% principal protection if it's down after a 4-year period

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Timeline showing returns over a 4 years period

Protect April 2024

CLOSED Apr 29, 2024

Protect your principal while capturing market gains from a blend of three global indexes

Timeline showing returns over a 4 years period

Protect April 2024

CLOSED Apr 29, 2024

Protect your principal while capturing market gains from a blend of three global indexes

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See disclosures
Timeline showing returns over a 4 years period

Rally Nasdaq (Mar '24)

CLOSED Mar 26, 2024

Returns 2x the Nasdaq 100 Index return or a fixed 13.6% if the Nasdaq Index goes up. Mirrors the Nasdaq Index performance if it goes down

Timeline showing returns over a 1 and 3 years period

Rally Nasdaq (Mar '24)

CLOSED Mar 26, 2024

Returns 2x the Nasdaq 100 Index return or a fixed 13.6% if the Nasdaq Index goes up. Mirrors the Nasdaq Index performance if it goes down

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Timeline showing returns over a 1 and 3 years period

Rally Russell 2000 (Mar '24)

CLOSED Mar 26, 2024

Returns 2x the Russell 2000 index return or a fixed 15.7% if Russell 2000 goes up. Mirrors Russell 2000 performance if it goes down

Timeline showing returns over a 1 and 3 years period

Rally Russell 2000 (Mar '24)

CLOSED Mar 26, 2024

Returns 2x the Russell 2000 index return or a fixed 15.7% if Russell 2000 goes up. Mirrors Russell 2000 performance if it goes down

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Timeline showing returns over a 1 and 3 years period

Rally IIa

CLOSED Feb 13, 2024

For the Big Tech bulls: Get 2x the 3-year return on the lowest performer among Alphabet, Amazon and Microsoft, with the first 15.25% of loss protected

Timeline showing returns on year 3

Rally IIa

CLOSED Feb 13, 2024

For the Big Tech bulls: Get 2x the 3-year return on the lowest performer among Alphabet, Amazon and Microsoft, with the first 15.25% of loss protected

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See disclosures
Timeline showing returns on year 3

Rally IIb

CLOSED Feb 13, 2024

For members with conviction in the "Magnificent 7": Get 3x the 3-year return on the lowest performer among Meta, Nvidia and Tesla, with the first 25% of loss protected

Timeline showing returns on year 3

Rally IIb

CLOSED Feb 13, 2024

For members with conviction in the "Magnificent 7": Get 3x the 3-year return on the lowest performer among Meta, Nvidia and Tesla, with the first 25% of loss protected

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See disclosures
Timeline showing returns on year 3

Rally I

CLOSED Dec 11, 2023

Rally I is a Structured Offering that doubles the return of the S&P 500 over 3 years or provides a 12.35% fixed return over 1 year, depending on the path the market takes

Timeline showing returns over a 1 year and 3 years period

Rally I

CLOSED Dec 11, 2023

Rally I is a Structured Offering that doubles the return of the S&P 500 over 3 years or provides a 12.35% fixed return over 1 year, depending on the path the market takes

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Timeline showing returns over a 1 year and 3 years period

Protect I

CLOSED Oct 30, 2023

For investors who want market upside without the downside. Get 81% of the S&P 500 growth if the market goes up or your initial investment back if it goes down.

Timeline showing returns over a 3 years period

Protect I

CLOSED Oct 30, 2023

For investors who want market upside without the downside. Get 81% of the S&P 500 growth if the market goes up or your initial investment back if it goes down.

Sign up to learn more
See disclosures
Timeline showing returns over a 3 years period

why invest in structured products with Arta?

Tailor-made for the current market

Our investment team creates limited-time structured products tailored for the current market environment with a combination of bonds and options. We negotiate the best terms for Arta members through an auction with multiple issuers.

We only work with major banks

We only work with large investment banks such as J.P. Morgan and UBS to issue the structured products we offer to Arta members.

Lower fees than most providers

Structured investments are generally only available through financial advisor and private bank relationships, typically at an annual cost of over 1%, compared to Arta’s flat 0.50% fee.

Protected and in your name

Your assets are held in your name and custodied at BNY | Pershing, one of the largest banks in the world. Your account is SIPC protected up to $500,000.

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Arta Finance Wealth Management LLC ("Arta") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Arta’s affiliates include Arta Finance Insurance LLC which offers insurance brokering services, and Arta Finance Club which offers tax and estate planning educational services. Clearing and custody of all securities are provided by Pershing LLC. For additional disclosures related to Arta, please visit https://artafinance.com/legal-privacy-terms.

The information displayed on this website is for informational purposes only and is not an offer or solicitation to purchase or sell securities. Arta Finance believes information presented is accurate at the time of publishing, but may not be updated regularly. Investing involves risks, including the potential for principal loss. Past performance is no guarantee of future results.

The investments discussed herein may be unsuitable for investors depending on their specific investment objectives as well as financial and tax position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances before deciding to invest with Arta Finance. There is no guarantee that the strategies and services offered by Arta Finance will be successful or outperform other strategies and services. Investors should seek the advice of a tax professional before making any investment. All opinions expressed herein constitute the author or quoted individual(s)’s judgment as of the date of this document and are subject to change without notice. Registration with the Securities and Exchange Commission (SEC) as a registered investment adviser does not imply a certain level of skill or training.

Statements made are not facts, including statements regarding trends, market conditions and the experience or expertise of the author or quoted individual(s) are based on current expectations, estimates, opinions and/or beliefs. Opinions expressed by other members on Arta Insider should not be viewed as investment recommendations from Arta Finance. Endorsements were provided at the request of Arta Finance. Arta Finance is not affiliated with and does not purport to own or control any third-party content linked herein.

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