Planning Today
Preserving Tomorrow

Structured Products

Structured products are market-linked investments that generally represent a pre-packaged investment strategy based on a single security, a basket of securities, options, indices, commodities, and/or foreign currencies.  Some structured products offer a principal guarantee if the investment is held to maturity, much like a certificate of deposit.  However, other structured products are directly correlated to the performance of an underlying security and do not offer a principal guarantee feature.

Structured Products are for investors seeking to:

  • Maintain exposure to certain markets while protecting their principal (principal protected structured products)
  • Enhance possible returns on low yielding accounts
  • Rebalance equity allocations within their portfolios
  • Control risk by investing in products that provide tailored exposure to diverse asset classes
Profile Management

Financial Advisors Albany

DLG Wealth Management provides an exclusive range of solutions engineered to meet your individual needs.
 

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Retirement Planning

Private Wealth Management Firms in Saratoga NY

Retirement Accounts are savings plans that allow investors to increase the size of their savings for retirement while taking advantage of special tax benefits.

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Insurance & Annunities

private wealth management

We have established relationships with a variety of Insurance and Annuity companies which allows us to find the products that meet our clients’ needs.

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Planning Today Preserving Tomorrow

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DLG Wealth Management, LLC  is a SEC-registered investment advisor.

Securities offered through Dinosaur Securities, LLC a member of FINRA, SIPC & NFA.