Structured Investments

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Global

STRUCTURED NOTES

Elevate your return and income potential

Invest in structured notes with Arta—designed to meet your goals, whether it's high growth, reliable income, or protection against market downturns.

Easily invest in minutes
0.50% annual fee
Minimums starting at $25,000

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Road leading up to multiple hills, each with a flag on its peak

What is a 'Structured Note'?

Structured notes are a $3T global market, yet many investors remain unaware of their potential.

These pre-packaged investments are designed to deliver specific financial outcomes. At Arta, this can include amplified upside potential, income generation, or protected exposure to market growth.

Exclusive to Arta

Balance January 2025

CLOSES Jan 23, 2025

Earn a return of 25% or higher over three years, provided the S&P 500 and Nasdaq 100 do not decline by over 10%.

See disclosures

Balance January 2025

CLOSES Jan 23, 2025

Earn a return of 25% or higher over three years, provided the S&P 500 and Nasdaq 100 do not decline by over 10%.

See disclosures

Rally December 2024

CLOSED Dec 19, 2024

Capture a fixed 17.70% return if Microsoft and Google are both up in 1 year, or 2x upside leverage at 3 years on the lower performer, with built-in downside protection

Timeline showing returns over 1 to 3 years

See disclosures

Rally December 2024

CLOSED Dec 19, 2024

Capture a fixed 17.70% return if Microsoft and Google are both up in 1 year, or 2x upside leverage at 3 years on the lower performer, with built-in downside protection

See disclosures

Yield November 2024

CLOSED Nov 25, 2024

Capture a potential 27.75% annual yield on Tesla and Palantir with robust downside protection, following the U.S. election

Timeline showing returns over a 2 year period

See disclosures

Yield November 2024

CLOSED Nov 25, 2024

Capture a potential 27.75% annual yield on Tesla and Palantir with robust downside protection, following the U.S. election

See disclosures

Yield October 2024

CLOSED Oct 30, 2024

Capture 19.50% potential annual yield on defensive U.S. stocks ahead of the 2024 election

Timeline showing returns over a 2 years period

See disclosures

Yield October 2024

CLOSED Oct 30, 2024

Capture 19.50% potential annual yield on defensive U.S. stocks ahead of the 2024 election

See disclosures

Rally September 2024

CLOSED Oct 03, 2024

Delivers ~1.5x the potential 2-year gains of the lower-performing index between the S&P 500 and Nasdaq 100

See disclosures

Rally September 2024

CLOSED Oct 03, 2024

Delivers ~1.5x the potential 2-year gains of the lower-performing index between the S&P 500 and Nasdaq 100

See disclosures

Yield August 2024

CLOSED Sep 05, 2024

Earn a 25.85% annual yield if AI semiconductor leaders NVDA and AMD avoid significant declines

Timeline showing returns over a 4 years period

See disclosures

Yield August 2024

CLOSED Sep 05, 2024

Earn a 25.85% annual yield if AI semiconductor leaders NVDA and AMD avoid significant declines

See disclosures

Protect July 2024

CLOSED Aug 08, 2024

Invest in a basket of three global indexes while getting full principal protection

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Protect July 2024

CLOSED Aug 08, 2024

Invest in a basket of three global indexes while getting full principal protection

See disclosures

Balance June 2024

CLOSED Jun 30, 2024

Delivers 110.9% of the returns on the S&P 500 Index if it's up, or get 10% principal protection if it's down after a 4-year period

See disclosures

Balance June 2024

CLOSED Jun 30, 2024

Delivers 110.9% of the returns on the S&P 500 Index if it's up, or get 10% principal protection if it's down after a 4-year period

See disclosures

Protect April 2024

CLOSED Apr 29, 2024

Protect your principal while capturing market gains from a blend of three global indexes

See disclosures

Protect April 2024

CLOSED Apr 29, 2024

Protect your principal while capturing market gains from a blend of three global indexes

See disclosures

Rally Nasdaq (Mar '24)

CLOSED Mar 26, 2024

Returns 2x the Nasdaq 100 Index return or a fixed 13.6% if the Nasdaq Index goes up. Mirrors the Nasdaq Index performance if it goes down

Timeline showing returns over a 1 and 3 years period

See disclosures

Rally Nasdaq (Mar '24)

CLOSED Mar 26, 2024

Returns 2x the Nasdaq 100 Index return or a fixed 13.6% if the Nasdaq Index goes up. Mirrors the Nasdaq Index performance if it goes down

See disclosures

Rally Russell 2000 (Mar '24)

CLOSED Mar 26, 2024

Returns 2x the Russell 2000 index return or a fixed 15.7% if Russell 2000 goes up. Mirrors Russell 2000 performance if it goes down

See disclosures

Rally Russell 2000 (Mar '24)

CLOSED Mar 26, 2024

Returns 2x the Russell 2000 index return or a fixed 15.7% if Russell 2000 goes up. Mirrors Russell 2000 performance if it goes down

See disclosures

Rally IIa

CLOSED Feb 13, 2024

For the Big Tech bulls: Get 2x the 3-year return on the lowest performer among Alphabet, Amazon and Microsoft, with the first 15.25% of loss protected

See disclosures

Rally IIa

CLOSED Feb 13, 2024

For the Big Tech bulls: Get 2x the 3-year return on the lowest performer among Alphabet, Amazon and Microsoft, with the first 15.25% of loss protected

See disclosures

Rally IIb

CLOSED Feb 13, 2024

For members with conviction in the "Magnificent 7": Get 3x the 3-year return on the lowest performer among Meta, Nvidia and Tesla, with the first 25% of loss protected

See disclosures

Rally IIb

CLOSED Feb 13, 2024

For members with conviction in the "Magnificent 7": Get 3x the 3-year return on the lowest performer among Meta, Nvidia and Tesla, with the first 25% of loss protected

See disclosures

Rally I

CLOSED Dec 11, 2023

Rally I is a Structured Offering that doubles the return of the S&P 500 over 3 years or provides a 12.35% fixed return over 1 year, depending on the path the market takes

Timeline showing returns over a 1 year and 3 years period

See disclosures

Rally I

CLOSED Dec 11, 2023

Rally I is a Structured Offering that doubles the return of the S&P 500 over 3 years or provides a 12.35% fixed return over 1 year, depending on the path the market takes

See disclosures

Protect I

CLOSED Oct 30, 2023

For investors who want market upside without the downside. Get 81% of the S&P 500 growth if the market goes up or your initial investment back if it goes down.

Timeline showing returns over a 3 years period

See disclosures

Protect I

CLOSED Oct 30, 2023

For investors who want market upside without the downside. Get 81% of the S&P 500 growth if the market goes up or your initial investment back if it goes down.

See disclosures

Why invest with Arta?

Tailor-made for the current market

Our investment team creates limited-time structured notes tailored to today’s market.

Lower fees than most providers

Structured notes are generally only available through advisors, typically at an annual cost of over 1%. Arta’s annual fee is 0.50%.^✱

We only work with major banks

Arta’s structured notes are exclusively issued by large investment banks such as J.P. Morgan and UBS.

Protected and in your name

Your assets are held at BNY Pershing, part of the world’s largest custodian bank, with SIPC protection up to $500,000.

more on structured products

Navigating the World of Structured Products with Arta

Education

Navigating the World of Structured Products with Arta

Structured Products are unique investments that can be customized to fit what you're looking for when “off the shelf” just won’t do. And because they’re customized, they can be tailored to a range of investment objectives. Learn more in this overview.

Principal Protected Growth Is Back: Introducing Protect (April '24)

Announcement

Principal Protected Growth Is Back: Introducing Protect (April '24)

We’ve heard from many of our members that they want to protect against downside risk but still participate in potential market upside. That’s where our newest structured product, Protect (April 2024), comes in.

Tapping into Market Gains Safely: Introducing Arta's Protected Growth

Announcement

Tapping into Market Gains Safely: Introducing Arta's Protected Growth

Structured investments combine a variety of different asset classes (most commonly corporate bonds and options) into a single investable product with predefined characteristics. We like to think of them as “pre-packaged” investment strategies.

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Got questions? We have answers

What are the underlying securities in a structured note?

The investment is essentially a corporate bond—or obligation—issued by a bank. Unlike mutual funds or ETFs, which hold a portfolio of underlying stocks or bonds, structured notes are comprised of derivatives. To meet their obligations set out in the terms of the structure, the bank hedges its exposure with listed stocks, options, and futures—though ultimately the bank is bound to fulfill these payoff terms regardless of how their hedge performs.

The terms of these products seem too good to be true. Who is taking the other side of these trades?

There’s generally no one on “the other side” of the trade as a whole. Arta’s derivatives team seeks to find market dislocations and strategically select structures where we believe certain risk exposures are currently mispriced by the market as a whole. In other words, terms are primarily driven by the current market pricing of options and other securities included in the product.

Additionally, no matter how great a structure sounds, there’s always something you’re giving up. In simpler structures, that could be as simple as the liquidity premium - that expected returns for a given asset become higher as the asset gets less liquid. In more complex structures, additional factors may come into play.

Do I need to be an accredited investor in order to invest in structured products at Arta?

Yes, we currently can only serve accredited investors. Please refer to SEC guidelines to determine if you qualify.

Where is my investment held?

Your assets are held in an account owned by you (i.e. not commingled) at BNY Pershing. Pershing’s parent company, BNY Mellon, currently holds over $46T in assets under custody or management. In the unlikely event Arta fails, you still retain full ownership of and access to your assets through your Pershing account.

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Arta Finance Wealth Management LLC ("Arta") is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Arta’s affiliates include Arta Finance Insurance LLC which offers insurance brokering services, Arta Finance Club which offers tax and estate planning educational services, and Arta Wealth Management Pte. Ltd. which is regulated by the Monetary Authority of Singapore (“MAS”) and provides licensed investment products and services in Singapore. Clearing and custody of all securities are provided by Pershing LLC. For additional legal and privacy related information related to Arta Finance, please visit https://artafinance.com/legal-privacy-terms. For additional disclosures related to Arta Finance, please visit https://artafinance.com/disclosures.

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