Key Takeaways
- • Lindner Capital Advisors launched Lindner Select Manager Series 2, a second structured note offering developed in partnership with Deutsche Bank, following the sold-out success of its first Series 1 offering.
- • The structured note carries an investment-grade AA rating and is designed to provide long-term investors exposure to managed futures and alternative asset classes, which historically exhibit low correlation to traditional stock and bond portfolios.
- • The product offers distinct operational advantages over traditional limited partnerships, including daily pricing and liquidity, favorable tax treatment, and simplified tax reporting via 1099 forms rather than K-1s.
- • The offering is available exclusively through Lindner Capital Advisors' Contemporary Portfolio Series, introduced in 2009 to enable accredited investors to incorporate alternative investments into diversified portfolios while managing market volatility exposure.
- • CEO Robert J. Lindner emphasized the product's accessibility to individual investors working with financial advisors and wealth managers, positioning managed futures as an alternative asset class requiring active portfolio management and monitoring.
Summary
Lindner Capital Advisors announced the launch of Lindner Select Manager Series 2, a structured note offering developed in partnership with Deutsche Bank. The product marks the firm's second entry into the structured note market, following strong institutional demand that resulted in the complete sale of its inaugural Series 1 offering. The new structured note carries an investment-grade AA rating and targets long-term investors seeking exposure to managed futures and alternative asset classes.
The structured note is distributed exclusively through Lindner Capital Advisors' Contemporary Portfolio Series, a platform launched in 2009 specifically designed to facilitate accredited investor access to alternative and managed futures investments. According to the firm, alternative asset classes historically demonstrate low correlation to traditional stock and bond investments, potentially enabling more favorable risk-adjusted returns compared to conventional balanced portfolios. This diversification benefit addresses a core institutional investor objective: mitigating portfolio volatility through non-correlated asset exposure.
A key competitive advantage of the structured note format relative to traditional limited partnerships is operational efficiency and investor convenience. The product provides daily pricing and liquidity—removing the lock-up constraints common in partnership structures—while delivering favorable tax treatment. Notably, the structured note utilizes 1099 tax reporting rather than the more administratively burdensome K-1 forms, reducing compliance complexity for investors and tax advisors.
CEO Robert J. Lindner, CFP and AIF, stated that the partnership with Deutsche Bank enables the firm to offer "an encore of this unique product for broker/dealers, registered investment advisors, financial advisors and their clients." The structured note is positioned as a solution for individual investors managing exposure to alternative assets, underscoring that effective managed futures implementation requires continuous professional oversight and day-to-day portfolio attention.
The structured note is distributed exclusively through Lindner Capital Advisors' Contemporary Portfolio Series, a platform launched in 2009 specifically designed to facilitate accredited investor access to alternative and managed futures investments. According to the firm, alternative asset classes historically demonstrate low correlation to traditional stock and bond investments, potentially enabling more favorable risk-adjusted returns compared to conventional balanced portfolios. This diversification benefit addresses a core institutional investor objective: mitigating portfolio volatility through non-correlated asset exposure.
A key competitive advantage of the structured note format relative to traditional limited partnerships is operational efficiency and investor convenience. The product provides daily pricing and liquidity—removing the lock-up constraints common in partnership structures—while delivering favorable tax treatment. Notably, the structured note utilizes 1099 tax reporting rather than the more administratively burdensome K-1 forms, reducing compliance complexity for investors and tax advisors.
CEO Robert J. Lindner, CFP and AIF, stated that the partnership with Deutsche Bank enables the firm to offer "an encore of this unique product for broker/dealers, registered investment advisors, financial advisors and their clients." The structured note is positioned as a solution for individual investors managing exposure to alternative assets, underscoring that effective managed futures implementation requires continuous professional oversight and day-to-day portfolio attention.
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