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Who We Help

We work with investors who want more from their portfolios—more income, more growth potential, and more confidence—without taking on risks they aren't comfortable with.

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Schedule A Call

Scroll to Explore

Who We Help

We work with investors who want more from their portfolios—more income, more growth potential, and more confidence—without taking on risks they aren't comfortable with.

Schedule A Call

Scroll to Explore

WHO WE HELP

What Type of
Investor Are You?

At Claro Advisors, we work with investors who value thoughtful risk management, consistent income, and long-term growth. Our clients are often retirees, high-net-worth individuals, and conservative investors seeking yield—but all share a common goal: building and protecting wealth with intention.

Structured notes are versatile investment solutions that can be tailored to different objectives, making them suitable for a wide range of investor profiles.

This is a good place to see if structured notes are right for you based on your financial objectives.

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.

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.

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

Talk to an Expert

Talk to an Expert

Learn Smarter.
Think Structured.

Autocallable vs. Issuer-Callable Notes: Which is Right for You?

Jan 2, 2026

Case Study: Turning Low-Yield Cash Into Sustainable Income and Legacy Growth

Jan 20, 2026

Visit Structured Notes Insights

Visit Structured Notes Insights

Not sure where you fit? Our team is here to help you evaluate your goals and determine whether structured notes may play a role in your overall investment strategy.

Not sure where you fit? Our team is here to help you evaluate your goals and determine whether structured notes may play a role in your overall investment strategy.

Start A Conversation

Start A Conversation

Start A Conversation

Want To Learn More?

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

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Structured Notes 101

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FIDELITY INSTITUTIONALSM

Fidelity INSTITUTIONALSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs),including strategic acquirers and professional asset managers, as well as retirement recordkeepers, dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity.

Brokerage Services LLC, Members

NYSE,

SIPC

In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.

Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company, unaffiliated with Claro Advisors, Inc. ("Claro").

Fidelity is a service provider to Claro. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Claro and does not guarantee, or assume any responsibility for its content. Fidelity is a registered trademark of FMR, LLC. Fidelity Institutional SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC.

Members NYSE, SIPC 94406210:

https://www.sipc.org/

Disclosures and Terms of Use

Privacy Policy 2026

Terms of Use

Form CRS

Structured Notes Disclosure

©2026 by Claro Advisors, Inc. All rights reserved.

Want To Learn More?

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

Talk to an Expert

Quick Links

Home

About Us

Structured Notes 101

How to Invest

Insights

Solutions

Enhanced Growth with Protection

Positive Returns in Up or Down Market

Enhanced Income with Protection

100% Principal Protected

Completed Offerings

Social Media

Disclaimer

FIDELITY INSTITUTIONALSM

Fidelity INSTITUTIONALSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs),including strategic acquirers and professional asset managers, as well as retirement recordkeepers, dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity.

Brokerage Services LLC, Members

NYSE,

SIPC

In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.

Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company, unaffiliated with Claro Advisors, Inc. ("Claro").

Fidelity is a service provider to Claro. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Claro and does not guarantee, or assume any responsibility for its content. Fidelity is a registered trademark of FMR, LLC. Fidelity Institutional SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC.

Members NYSE, SIPC 94406210:

https://www.sipc.org/

Disclosures and Terms of Use

Privacy Policy 2026

Terms of Use

Form CRS

Structured Notes Disclosure

©2026 by Claro Advisors, Inc. All rights reserved.

Want To Learn More?

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

Talk to an Expert

Quick Links

Home

About Us

Structured Notes 101

How to Invest

Insights

Solutions

Enhanced Growth with Protection

Positive Returns in Up or Down Market

Enhanced Income with Protection

100% Principal Protected

Completed Offerings

Social Media

Disclaimer

FIDELITY INSTITUTIONALSM

Fidelity INSTITUTIONALSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs),including strategic acquirers and professional asset managers, as well as retirement recordkeepers, dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity.

Brokerage Services LLC, Members

NYSE,

SIPC

In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to more than $4 trillion.

Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company, unaffiliated with Claro Advisors, Inc. ("Claro").

Fidelity is a service provider to Claro. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Claro and does not guarantee, or assume any responsibility for its content. Fidelity is a registered trademark of FMR, LLC. Fidelity Institutional SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC.

Members NYSE, SIPC 94406210:

https://www.sipc.org/

Disclosures and Terms of Use

Privacy Policy 2026

Terms of Use

Form CRS

Structured Notes Disclosure

©2026 by Claro Advisors, Inc. All rights reserved.