DEFINED OUTCOME INVESTMENT SOLUTIONS
Optimizing portfolios with structured notes through income, growth & principal protection solutions.
MOSAIC INVESTMENT PARTNERS
At Mosaic Investment Partners, we specialize in structured note investing. We offer tailored, defined outcome solutions designed to achieve non-correlated returns to traditional asset classes (Equities, Fixed Income, Private Markets), allowing financial advisors to meet the unique goals of their investors.
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Our clients include individual advisors, RIAs, institutional money managers, banks/trusts & broker dealers.
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We build lasting partnerships rooted in trust and collaboration, empowering clients to elevate their investment process, differentiate from peers and drive sustainable growth for their investors and their business.
OUR PHILOSOPHY
CONSISTENCY
Offer solutions designed to generate positive returns in flat or down markets
TECHNOLOGY
Provide an online portal that streamlines investment management for RIAs and institutional clients​
DEFINED RETURNS
Use structured notes to mitigate sequence risk with payoffs aligned to historical index performance
CONNECTIVITY
Integration with custodial and CRM/Reporting systems for seamless structured note performance tracking
DIVERSIFICATION
Help clients diversify credit exposure and ladder investments to reduce market timing risk​
MARKETING MATERIALS
Deliver custom, white-labeled materials that simplify client and prospect engagement
FOUR COMPONENTS OF A STRUCTURED NOTE
UNDERLYING
(Indexes / ETFs / Stocks)
PAYOFF
(Income / Growth)
PROTECTION
(Barrier / Buffer / Full Protection)
MATURITY
(Investment Length)
WHEN OUR CLIENTS SUCCEED OUR SUCCESS WILL FOLLOW
WHY MOSAIC
100% Employee-Owned Private Partnership
Technology infrastructure that provides a customizable end-client experience
White-labeled portal
& client materials
Deliver to all major custodians
Solely focused on
structured notes
Transparent access to institutional pricing tools
OUR TEAM
With over 25 years of combined experience in structured products and equity derivatives, our team brings deep industry insight and a clear focus on client success. Founded on a commitment to doing things the right way, we deliver transparent, personalized strategies designed to help financial advisors meet their clients’ unique investment goals.
LET'S TALK.
We are here to support you through every step of the process. Whether you are interested in a high-level, educational conversation or are a current investor looking to improve your scope & scale, please use the link below to schedule time with our team. We look forward to speaking with you.