bip.postoakfinancial.com
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18.66.102.121
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https://bip.postoakfinancial.com/
Submission: On August 10 via automatic, source certstream-suspicious — Scanned from DE
Submission: On August 10 via automatic, source certstream-suspicious — Scanned from DE
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</form>Text Content
THE GRADIENT INVESTMENTS BUFFERED INDEX, DUAL DIRECTIONAL AND DESIGNED INCOME PORTFOLIO OFFERINGS THE GRADIENT INVESTMENTS BUFFERED INDEX AND DUAL DIRECTIONAL BUFFERED INDEX PORTFOLIOS UTILIZE STRUCTURED NOTES TO CREATE UPSIDE PARTICIPATION WITH DOWNSIDE PROTECTION AGAINST VOLATILE MARKETS. THE GRADIENT INVESTMENTS DESIGNED INCOME PORTFOLIO UTILIZES STRUCTURED NOTES TO CREATE A RECURRING INCOME STREAM WITH A PRE-DETERMINED LEVEL OF DOWNSIDE PRINCIPAL PROTECTION. CURRENT OFFERINGS Offering #1: Buffered Index * Underwriter: Goldman Sachs * Index (Indices): Lesser performing of S&P 500 & Dow Jones * Participation Rate: 100% * Cap: At least 16.00% * Principal Buffer: 100.00% principal protected * Execution Date: August 28, 2024 * Maturity: 18 Months Offering #2: Dual Directional Buffered Index * Underwriter: Barclays * Index (Indices): Lesser performing of S&P 500 & Dow Jones * Participation Rate: 103.00% * Cap: UNCAPPED * Principal Buffer: 15.00% * Execution Date: August 28, 2024 * Maturity: 24 Months Offering #3: Dual Directional Buffered Index * Underwriter: Goldman Sachs * Index (Indices): S&P 500 * Participation Rate: 100.00% * Cap: At least 20.00% * Principal Buffer: 20.00% * Execution Date: August 28, 2024 * Maturity: 24 Months Offering #4: Designed Income * Underwriter: Bank of America * Index (Indices): Lesser performing: S&P 500, Dow Jones, & Nasdaq * Annualized Coupon: At least 8.00% (Paid Monthly) * Coupon Barrier: 38.00% * Principal Barrier: 38.00% * Execution Date: August 28, 2024 * Maturity: 36 Months * Call Provision: Underwriter callable after 1 year COMPLIMENTARY GUIDE Download Gradient Investment's Buffered Index Portfolio insert to learn more. First Name * Preferred Name * Last Name * Zip Code * Email * Email Type * Personal Business Phone Number Phone Type * Mobile Home Business Requesting access ... THANK YOU! Please wait while we redirect you to the guide ... Watch the Buffered Index Video Watch the Dual Directional video Watch the Designed Income video ENJOY UPSIDE POTENTIAL WITH DOWNSIDE PROTECTION DUAL DIRECTIONAL BUFFERED INDEX DESIGNED INCOME CONTACT US TO LEARN MORE Gradient Investments and Post Oak Financial, LLC operate independently of each other. Please consult your independent investment advisor before making any investment decisions. The information herein is for informational purposes only and should not be used as the sole basis for making an investment decision. Investing involves risk including the potential loss of principal. For more information, please request a copy of Gradient Investments' ADV Part 2A. Gradient Investments, LLC is an SEC Registered Investment Advisor. This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor's clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited. © 2023 20333 State Hwy 249 , suite 200 Houston, TX 77070 postoakfinancial.com