Structured Notes Are Attracting Interest—and Controversy

Charles Sachs, chief investment officer of Kaufman Rossin Wealth, was interviewed by Barron’s to provide insights on structured notes and the growing interest in them.

Article Excerpt: Despite their various benefits, structured notes also carry some key challenges, leading some advisors to shun them after performing due diligence. Charles Sachs, the chief investment officer of Miami, FL-based Kaufman Rossin Wealth, LLC, likens structured notes sales pitches to the kind typically put on by annuity salespeople. “Advisors and clients hear a lot about the upside and very little of the downside,” he says, adding that they are “somewhat like a parlor trick.”

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Charles Sachs, CFA, CFP®, is a Chief Investment Officer at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.