Defined Income & Protection (DIP) Strategies
Keep your portfolio strong when the market dips
One of the biggest downfalls of an investment portfolio can unfortunately be when the markets or the economy as a whole takes an inevitable downturn. Most passive strategies simply attempt to “ride out the storm”, but this can take years in some cases, a setback that cannot always be afforded.
At Confluent, we offer alternative options that offer more protection against negative outcomes all while offering the ability to define your outcome. These defined outcome solutions come in multiple forms to cater to every single investor’s plans without requiring a one-size-fits-all answer.
You can take your first step towards protecting your money from market downturns today by booking a no cost consultation meeting!
The importance of being prepared for anything
Market downturns are inevitable, and being prepared can make all the difference. Without a proper plan, sudden declines can erode your retirement savings, strain your finances, and create tons unnecessary stress. Preparation allows you to manage risk, stay focused on achieving your goals, and make informed decisions, not emotional ones.
By planning ahead and diversifying your money across multiple strategies, you gain confidence and control, even in uncertain times. Don’t wait for the next downturn to act and instead build resilience now. This will allow you to turn market challenges into opportunities because a prepared investor is a powerful one.
Our DIP strategies
Principal protection strategies
Thanks to an approach that links your investment to top-performing indices like the S&P 500 or any major stocks at a risk level you select, you benefit from market growth, all while knowing your initial capital is as protected as you want it to be.
So, when the market dips, you have protection in place to limit the downsides and manage risk to make sure you can continue to pursue growth and returns, even in the short-term.
Key features
- Full control over your investments, so you can choose where and how to invest your money, unlike other risk managed investments out there.
- 100% transparency with no hidden fees, rules or requirements. That way, you always know exactly what you’re paying for at all times.
- Daily liquidity, with access to your funds anytime, without penalties. This ensures you can access your money whenever you choose.
- Smart multiplier so returns are not limited just to a fixed amount, leaving the potential to continue earning returns until maturity.
How principal protection works
Our strategies are designed to be simple and transparent. Through our streamlined process, you can create the right investment for you and your goals. No one-size-fits-all options, no complicated bundled products and no hidden restrictions or fees. You as the investor will drive the decisions every step of the way with our 3-step approach.
1. Choose your risk tolerance
2. Select your stock
3. Pick your time horizon
Learn more about principal protection investment strategies today!
Buffer strategies
Thanks to an approach that links your investment to top-performing indices like the S&P 500 or any major stocks at a risk level you select, you benefit from market growth, all while knowing your initial capital is as protected as you want it to be.
So, when the market dips, you have protection in place to limit the downsides and manage risk to make sure you can continue to pursue growth and returns, even in the short-term.
Why choose a buffer strategy?
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