structured offerings

structured offerings

Structured Offerings are custom-made securities that provide unique risk and reward tradeoffs compared to stocks & ETFs. Typically reserved for the ultra-wealthy, they’re now available to Arta members.

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exclusive to Arta

Balance June 2024

CLOSES 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
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Balance June 2024

CLOSES 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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Timeline showing returns over a 4 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 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 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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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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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
Timeline showing returns over a 3 years period

why invest in structured offerings with Arta?

Tailor-made for the current market

Our investment team creates limited-time Structured Offerings tailored for the current market environment with a custom combination of bonds and options. We negotiate the best terms for Arta members through an auction with the major investment banks.

We work only with “Globally Systemically Important” Banks

We work only with named “Globally Systemically Important Banks” such as JP Morgan and Goldman Sachs to underwrite the bonds within Arta’s Structured Offerings. Investment-grade bonds carry more risk than US government bonds, but less risk than investing in the stock market.

Lower fees than most private banks

Structured investments are only available to the ultra-wealthy through financial advisors and private banks, and usually at a high cost (often over 1% in annual fees, with even larger upfront fees).

Protected and in your name

Your assets are in your name (i.e. not commingled), custodied at BNY Mellon | Pershing, one of the largest banks in the world with over $46T in worldwide assets. 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.

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