100% Principal-Protected Structure for Retirement Applications

Little Harbor has a 100% principal-protected structure applicable to ERISA and individual retirement accounts, as well as to insurance general accounts and trust companies. Elements of this structure shift the return potential to the benefit of the investor and not the sponsor.  Our structure also reduces or eliminates certain terms found in traditional structured notes and annuities that have hindered fiduciaries from recommending these instruments for ERISA and retirement accounts. 


We believe that managing beta is a good source of alpha.