Advisor Resources
Welcome to the Legacy Advisor Portal
Lighthouse
Active Note Tracker
See every structured note currently in the portfolio in real time — issuer, barrier level, maturity, and status — plus the full history of closed notes.
Managed Strategies
Structured note portfolios built and actively managed around a single objective — income, growth, or preservation — for every risk tolerance.
Approved Alternatives Menu
Browse the full, current list of alternative investments approved for use — searchable, sortable, and exportable.
Q1 2026 Structured Note Flyers
Current-quarter performance and portfolio parameters for each structured note strategy, updated quarterly.
Seeks mid-to-high single-digit income using broad-based indices, with 30–40% typical downside protection.
Q1 2026*
Seeks high single-digit to low double-digit annualized return using broad-based indices, with 30–40% downside protection.
a full cycle yet
Seeks low double-digit current income from broad-based indices and sector ETFs, with 30–40% principal protection.
Q1 2026*
Seeks low-to-mid double-digit total returns using broad-based indices and sector ETFs, with 30–40% downside protection.
Q1 2026*
Seeks 20%+ annualized return using individual stocks as underliers, with 30–40% typical downside protection.
Q1 2026*
*Realized coupon/return figures are net of fees and reflect historical strategy performance through March 31, 2026, unless otherwise noted. Structured notes are unsecured obligations of the issuer, are not FDIC insured, and downside protection applies only if held to maturity. Past performance does not guarantee future results.