ABOUT US
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.
OUR DIFFERENCE
Why Choose Claro
Advisors for Structured Notes?
Structured Notes Expertise
Over 15 years experience in structured product analysis and selection.
Tailored Solutions
Ability to create notes that meet your specific portfolio goals and needs.
Competitive Pricing
Independent Access to All Markets
As an independent advisor, we have open access to dozens of top-tier investment banks and aren't limited to a single platform or institution—ensuring you get the best available solutions.
Accessible Investments
Lower investment minimums, with offerings available for as low as $1,000.
Secure Custody
All client assets are securely custodied at Fidelity Institutional™
Fiduciary Approach
A client-first approach with personalized service and transparent explanations.
Founded in 2012, Boston-based Claro Advisors is an independent, fee-only Registered Investment Advisor that thinks differently about investing, with a strong emphasis on protecting what you've built, thoughtful tax optimization, and careful attention to detail at every step of the planning process. We serve individuals and families nationwide with fiduciary care, transparent pricing, and institutional-grade solutions designed to bring greater clarity, confidence, and peace of mind.
Our Accomplishments
Over a Decade of Service : Serving individual investors and families nationwide since 2012.
Significant Assets Under Care : Over $1.3 billion in client assets under management.
Exceptional Client Retention : 99% client retention rate across 1,100+ clients.
Fiduciary Commitment : Legally obligated to act in your best interests.
Transparent Fee-Only Model : Fee-only pricing up to 1.1% based on assets under management.
Comprehensive Financial Services : Extensive financial planning and investment management tailored to your needs.
Specialized Structured Notes : Structured notes as a core specialized solution for enhanced protection and income.
Secure Asset Custody : Client assets safely held at Fidelity Investments with SIPC protection.
WHAT WE OFFER
A Modern Tool for
Wealth Growth and Protection
Structured notes aren't one-size-fits-all. We design each solution with intention—balancing income potential, protection levels, and market exposure to match your specific goals and risk tolerance.
HOW WE WORK
Working with us is straightforward and personalized. We take the time to understand your goals, explain your options clearly, and help you implement structured note solutions designed to protect and enhance your income.
Initial Consultation
Get to know you, your income needs, risk tolerance, and retirement goals. No pressure, just conversation.
Portfolio Analysis
Clear Education
Walk you through how each note works, the protection features, income potential, and all associated risks.
Custom Strategy Design
Shop the market for the best available notes or work with banks to create custom solutions tailored to your specific objectives and comfort level.
Implementation
Execute your chosen strategy with competitive pricing and secure custody at Fidelity.
Ongoing Support
Monitor your notes, provide regular updates, and adjust your strategy as your needs evolve.
BUILT ON INSTITUTIONAL EXPERIENCE
By “shopping” across a wide network of issuing banks, we create efficient, transparent structured notes designed to enhance return potential while adding an additional layer of portfolio protection.
Our independent approach allows us to compare, customize, and structure notes across multiple issuers—delivering more superior pricing, thoughtful design, and solutions aligned with client goals and market conditions.
Our independent model enables us to thoughtfully structure solutions that seek to enhance return potential while incorporating an additional layer of portfolio protection. Each solution is evaluated within the context of overall portfolio goals, market conditions, and risk considerations—resulting in a more disciplined and client-aligned investment approach.
Through relationships with a broad network of issuing banks, we are able to compare, customize, and “shop” structured notes to identify opportunities with more attractive terms and competitive pricing. This issuer-agnostic approach allows us to focus on value, flexibility, and alignment with investor objectives—rather than being constrained by a limited in-house offering.
FURTHER ACTION
Next Steps
