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.
Protect July 2024
CLOSES Aug 08, 2024
Invest in a basket of three global indexes while getting full principal protection.
Protect July 2024
CLOSES Aug 08, 2024
Invest in a basket of three global indexes while getting full principal protection.
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.
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.
Protect April 2024
CLOSED Apr 29, 2024
Protect your principal while capturing market gains from a blend of three global indexes.
Protect April 2024
CLOSED Apr 29, 2024
Protect your principal while capturing market gains from a blend of three global indexes.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 | 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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