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You Don't Have To Choose Between Growth And Protection

We help investors replace outdated strategies with a modern approach using structured notes to deliver defined outcomes, attractive income, and built-in protection—managed by a fiduciary

Get Your Income Plan

Download the Market‑Linked Income Guide

Scroll to Explore

You Don't Have To Choose Between Growth And Protection

We help investors replace outdated strategies with a modern approach using structured notes to deliver defined outcomes, attractive income, and built-in protection—managed by a fiduciary

Get Your Income Plan

Download Market-Linked Income Guide

Scroll to Explore

A BETTER PATH

Why Traditional
Approaches Fall Short?

Conventional strategies for income and stability have held investors back from their retirement goals.

Cash and CD yields are insufficient to generate meaningful income.

Bond performance has been dismal, eroding purchasing power.

Equity market volatility creates emotional stress and unpredictability.

Outdated "safe money" strategies leave money on the table.

Now...Imagine Something Better

Now...Imagine
Something Better

Picture a solution designed for today's market—one that gives you income, cushions you from downturns, and restores confidence in your financial plan:

Retiring earlier because your income strategy finally works for you

Earning attractive, defined income even when markets are choppy

Staying invested with confidence thanks to built-in downside barriers

Experiencing less stress knowing your financial future isn't tied to bond yields or market luck

Finally having peace of mind through solutions built specifically for volatility

Talk to an Expert

WHO WE HELP

Conservative Investors

Focused on protecting savings and generating reliable income without unnecessary market risk.

Nearing or in retirement and prioritize capital preservation.

Seeking attractive returns despite low interest rates and challenging markets.

Risk-averse and disappointed by low CD and bond yields.

Want to sleep well at night knowing principal is protected.

WHO WE HELP

Conservative Investors

Focused on protecting savings and generating reliable income without unnecessary market risk.

Nearing or in retirement and prioritize capital preservation.

Seeking attractive returns despite low interest rates and challenging markets.

Risk-averse and disappointed by low CD and bond yields.

Want to sleep well at night knowing principal is protected.

SOLUTIONS

Market-Linked Income Notes

Enhanced income with principal protection

Contingent income tied to market index performance

Designed to generate double-digit annual income cash flow including in deep declining markets

Structured terms that define income, risk, and maturity upfront

Learn More

SOLUTIONS

Market-Linked Income Notes

Enhanced income with principal protection

Contingent income tied to market index performance

Designed to generate double-digit annual income cash flow including in deep declining markets

Structured terms that define income, risk, and maturity upfront

Learn More

Who We Are

Claro Advisors

StructuredNotes.com is a dedicated resource within Claro Advisors focused on helping investors achieve enhanced income and growth with built-in protection. Structured notes are a specialty of ours — innovative investment solutions designed to deliver defined outcomes in today's challenging markets.

About Claro Advisors

OUR KEY STATS

Years of Operation

13+

Years

Capital

$1.3 B

AUM

Client Retention

99%

*

Source: Claro Advisors analysis of 1,100 clients from 2012 to 2024

Source: Claro Advisors analysis of

1,100 clients from 2012 to 2024

Firm ADV*

OUR DIFFERENCE

Why Choose Claro Advisors for
Structured Notes?

Why Choose Claro Advisors for Structured Notes?

Independent. Fee-Only. Fiduciary. Advice designed around your goals—not a bank’s balance sheet.

Structured Notes Expertise

Access and Customization

Client-First Approach

OUR PROCESS

Protect Your Principal, Grow Your Assets, and Generate Enhanced Income

Ready to explore and learn how structured notes can work for you? Here's our process.

1.Income & Needs Assessment

Speak with our specialists to evaluate how structured notes can protect and enhance your income strategy to meet your cash flow needs.

2.Custom Growth & Protection Plan

Receive a personalized plan featuring structured note solutions designed to protect your principal while optimizing your income streams.

3.Income Implementation

Get started with a customized portfolio of structured notes tailored to your protection, growth and income requirements.

Talk to an Expert

Learn Smarter.
Think Structured.

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Visit Structured Notes Insights

Want To Learn More?

Learn how structured notes are used and whether they may align with your investment objectives.

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Quick Links

Solutions

Enhanced Growth with Protection

Positive Returns in Up or Down Market

Enhanced Income with Protection

100% Principal Protected

Completed Offerings

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Disclaimer

Claro Advisors Inc. ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client.

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