Customizable Income Solutions
Unlock tailored payoff profiles that blend yield potential with strategic risk management.
Whether you seek enhanced income potential, principal buffers or leveraged upside, Perch Wealth will assist you in finding structured notes to align with your market outlook and risk tolerance—delivering clarity, customization and confidence in every profile.
What Are Structured Notes?
Structured notes are debt-based investments issued by banks that combine a fixed-income bond with a derivatives overlay—typically options on equities, indices or commodities. They deliver customized payoff profiles, ranging from principal-protected to leveraged or buffered solutions, enabling targeted exposure to market segments without outright ownership.
Key Features & Mechanics
Custom Coupon Rates
Lock in attractive periodic payouts tied to market performance thresholds.
Barrier Buffers
Receive full or partial principal protection if the underlying asset stays above predefined levels.
Leverage & Caps
Amplify upside with capped gains—participate in market rallies up to a set limit.
Tailored Tenors
Choose maturities from 1 to 5+ years to align with your cash-flow needs.
Perch Wealth Structured Note Suite
Discover a diverse lineup of tailored note solutions—buffered equity, enhanced yield, inverse strategies and commodity-linked structures—engineered to align with your market outlook and income objectives.
Buffered Equity Notes
Guard against moderate market dips while capturing upside above buffer thresholds.
Enhanced Yield Notes
Target high coupons in flat markets by accepting a capped upside.
Inverse & Bear Market Notes
Profit from market downturns with defined buffers protecting against extreme moves.
Commodity-Linked Notes
Gain exposure to energy, metals or agriculture with structured payoffs.
Strategic Benefits
01
Yield Enhancement
Boost income above traditional bonds without direct equity ownership, generating enhanced cash flow opportunities in varied market conditions.
02
Downside Mitigation
Employ principal buffers to soften moderate market declines and preserve capital during sideways or slightly bearish market environments.
03
Portfolio Diversification
Add unique payoff streams that behave differently than stocks or bonds, diversifying risk through non-correlated income strategies.
Transparent Risk Management
Full Disclosure
Clear term sheets outlining caps, buffers, fees and issuer credit ratings.
Stress Testing
Scenario analysis simulated across bull, bear and sideway markets.
Liquidity Paths
Defined secondary-market or step-up features where available.
Your Next Steps with Perch Wealth
Here’s how Perch Wealth guides you seamlessly from strategy to support
1. Schedule Your Personalized Strategy Session
Connect with a Perch Wealth Structured Products Specialist to discuss your income objectives, market outlook and risk tolerance—so we can craft the perfect note profile for you.
2. Receive Your Curated Note Offerings
Within 48 hours, our team delivers a shortlist of hand-picked structured notes, each tailored with the coupon rates, buffers and tenors that match your goals.
3. Customize Terms & Documentation
Collaborate with our expert structurers to refine payoff caps, downside buffers and maturity dates. We’ll prepare clear term sheets and manage all legal paperwork.
4. Execute and Fund Your Note
Finalize your subscription documents digitally and transfer funds. Perch Wealth coordinates directly with the issuer and brokerage for error-free execution.
Why Partner with
Perch Wealth
Trusted by investors for clarity and results.
Perch Wealth has placed over $500 million in DST equity and guided thousands of clients through complex 1031 transactions, leveraging our deep market relationships to match you with replacement properties tailored to your objectives.
From personalized property sourcing to seamless exchange processing, our team ensures all IRS requirements are met—so you can focus on growth, not paperwork.
$500M +
Assets Placed
1,000+
Clients Advised
AAA
Issuers Only
100%
On-Time Closings
100%
Compliance Rate
