All Gain, No Pain

All Gain, No Pain

All Gain, No Pain

Help Clients Embrace Market Opportunities with Principal Protection

Help Clients Embrace Market Opportunities with Principal Protection

Help Clients Embrace Market Opportunities with Principal Protection

Expected P&L at Maturity

Olive PPO

Underlier

Current Underlier Price

Olive activated

20%

10%

0

-10%

Expected P&L at Maturity

Olive PPO

Underlier

Current Underlier Price

Olive activated

20%

10%

0

-10%

Expected P&L at Maturity

Olive PPO

Underlier

Current Underlier Price

Olive activated

20%

10%

0

-10%

0%

-10%

-20%

-30%

-40%

-50%

ppo

Underlying

Very Bad

-50%

0%

Bad

0%

-20%

Good

10%

10%

Great

25%

10%

market scenario

Cap

0%

-10%

-20%

-30%

-40%

-50%

ppo

Underlying

Very Bad

-50%

0%

Bad

0%

-20%

Good

10%

10%

Great

25%

10%

market scenario

Cap

0%

-10%

-20%

-30%

-40%

-50%

ppo

Underlying

Very Bad

-50%

0%

Bad

0%

-20%

Good

10%

10%

Great

25%

10%

market scenario

Cap

DEFINITION

Principal Protected Outcomes

Principal Protected Outcomes

Principal Protected Outcomes ("PPO") are suitable for investors seeking equity exposure while simultaneously protecting against losses. They offer a balance between risk and reward by foregoing some upside potential in exchange for downside protection. They are typically sold by banks as structured notes and by insurers as annuities. Now, Olive offers financial advisors the ability to easily build and manage PPO directly in individual client accounts.

Principal Protected Outcomes ("PPO") are suitable for investors seeking equity exposure while simultaneously protecting against losses. They offer a balance between risk and reward by foregoing some upside potential in exchange for downside protection. They are typically sold by banks as structured notes and by insurers as annuities. Now, Olive offers financial advisors the ability to easily build and manage PPO directly in individual client accounts.

portfolio

Diversification

Diversification

Diversification

With zero correlation to the downside risks associated with other asset classes like stocks and bonds, PPO stands as a game-changing diversification tool, particularly suited for individuals with limited time horizon or low risk tolerance. They're an effective solution for risk management and portfolio construction that can be tailored to fit the client's specific needs.

With zero correlation to the downside risks associated with other asset classes like stocks and bonds, PPO stands as a game-changing diversification tool, particularly suited for individuals with limited time horizon or low risk tolerance. They're an effective solution for risk management and portfolio construction that can be tailored to fit the client's specific needs.

Bonds

Stocks

PPOs

Bonds

Stocks

PPOs

Bonds

Stocks

PPOs

Unique Solution

Boost Client Confidence, Expand Your Reach

Offer cutting-edge, risk-managed strategies to differentiate your practice and attract discerning investors.

Unique Solution

Boost Client Confidence, Expand Your Reach

Offer cutting-edge, risk-managed strategies to differentiate your practice and attract discerning investors.

Grow Assets

Grow assets by helping clients deploy idle cash to capture growth without the fear of losing and converting new prospects with a customized investment strategy that is not readily available elsewhere.

Protect Gains

Protect gains for clients with large concentrated positions without triggering tax liabilities. Offer the service level historically reserved to ultra-high-net-worths and family offices.

Save Time

Save time on counseling clients in periods of heightened volatility because the principal is protected. Offer an innovative solution without the need for extensive research on complex derivatives.

How it works

Algorithmically Optimized Portfolio

Buy US Treasury

Use interest earned to buy listed options without risking the principal.

Buy Call or Put Option

Create the desired exposure to the upside or downside of the underlying.

Sell Call or Put Option

Cap the upside of the structure to minimize the premium required.

understanding

Risks & Benefits

Risks & Benefits

Equip yourself with essential knowledge and strategies to navigate PPO investments and safeguard your clients' financial interests.

Equip yourself with essential knowledge and strategies to navigate PPO investments and safeguard your clients' financial interests.

Benefits include full return of principal at maturity, liquidity, transparency, customized stock exposure, and no counterparty risks.

Risks include foregone upside and PPOs trading below cost prior to maturity.

Your process

Brilliantly Simple, Instant Value

Brilliantly Simple, Instant Value

Experience unparalleled efficiency with minimal fees and time, outpacing any structured note or annuity on the market.

Experience unparalleled efficiency with minimal fees and time, outpacing any structured note or annuity on the market.

Schedule a Demo

Customize to Your Workflow

Execute & Monitor PPO

"Rule #1, never lose money. Rule #2, never forget rule #1"

—Warren Buffett

"Rule #1, never lose money. Rule #2, never forget rule #1"

—Warren Buffett

"Rule #1, never lose money. Rule #2, never forget rule #1"

—Warren Buffett

FAQ

Frequently asked questions.

Frequently asked questions.

What is a Principal Protected Outcome (PPO)?

PPO are a type of investment that allows investors to participate in the equity market with a 100% (or less if desired) protection against losses when held to maturity. It typically involves buying a zero-coupon bond and buying and selling a combination of equity options. The principal is protected by the bond investment while the upside is created from the options.

How does the principal protection work?

What are PPO's comparable products?

What fees are associated with Olive's PPO?

© 2024 Olive Advisors Inc. All Rights Reserved.

By using this website, you accept and agree to Olive's Terms of Use and Privacy Policy. Olive's investment advisory services are available only to residents of the United States in jurisdictions where Olive is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. All performance information is shown for illustrative purposes only and excludes the impact of fees and taxes. The content on this website is for informational purposes only and does not constitute a comprehensive description of Olive's services. For more information information on risks associated with options, please see disclosures.

Information provided by Olive Advisors Inc. is for informational and general educational purposes only and is not tax or financial advice.

Contact Olive at support@oliveinvest.com. 31 Hudson Yards, New York, NY 10001

© 2024 Olive Advisors Inc. All Rights Reserved.

By using this website, you accept and agree to Olive's Terms of Use and Privacy Policy. Olive's investment advisory services are available only to residents of the United States in jurisdictions where Olive is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. All performance information is shown for illustrative purposes only and excludes the impact of fees and taxes. The content on this website is for informational purposes only and does not constitute a comprehensive description of Olive's services. For more information information on risks associated with options, please see disclosures.

Information provided by Olive Advisors Inc. is for informational and general educational purposes only and is not tax or financial advice.

Contact Olive at support@oliveinvest.com. 31 Hudson Yards, New York, NY 10001

© 2024 Olive Advisors Inc. All Rights Reserved.

By using this website, you accept and agree to Olive's Terms of Use and Privacy Policy. Olive's investment advisory services are available only to residents of the United States in jurisdictions where Olive is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. All performance information is shown for illustrative purposes only and excludes the impact of fees and taxes. The content on this website is for informational purposes only and does not constitute a comprehensive description of Olive's services. For more information information on risks associated with options, please see disclosures.

Information provided by Olive Advisors Inc. is for informational and general educational purposes only and is not tax or financial advice.

Contact Olive at support@oliveinvest.com. 31 Hudson Yards, New York, NY 10001