Home Structured Investments Structured investments are quantitatively managed investments that use advanced modeling techniques to produce portfolios having desired risk and return characteristics. Our goal is to generate a return, after taxes and fees, that exceeds that of a passively managed index fund with similar objectives and risk characteristics. Our structured investment strategy uses a sophisticated, proprietary computer model to maximize tax-efficiency in an equity portfolio. To avoid even the low level of involuntary turnover associated with index funds, U.S. Trust's tax-efficient structured equity portfolio uses a subset of the index that mirrors the index's risk and return characteristics, but allows for greater control of tax consequences. Past performance may not be indicative of future investment results.
Any investment involves potential risk, including potential loss of capital.
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