Retire with Confidence:
Predictable Outcomes Tailored to You
At McDowell Associates Investments, we specialize in Defined Outcome Portfolios, using
innovative Defined Outcome ETFs to deliver predictability, protection, and peace of mind for
retirees and those nearing retirement. Let us craft a diversified portfolio that aligns with your
unique goals, so you can retire on your terms.
Why Choose Us for Your Retirement?
Predictable Returns for Peace of Mind:
Our portfolios offer a clear range of outcomes over a set period, so you know what to expect regardless of
market swings. For example, in a year when the market dropped significantly, a client’s portfolio stayed
within a predefined loss range—far less than the market’s decline—while in a strong market year, it
captured steady gains up to a set cap, ensuring no surprises.
Clarity in Uncertain Markets:
With predefined outcomes, you’ll know your potential upside and downside before you invest, making it
easier to plan with confidence—no matter what the market does.
Customized to Your Needs:
We combine Defined Outcome ETFs to create a portfolio that matches your risk tolerance and retirement
goals. Whether you want more downside protection or balanced growth, we design an outcome that fits you.
Enhanced Outcomes Through Diversification:
Our expertise in blending ETFs with varying outcome profiles helps optimize your portfolio’s performance
across market conditions, reducing risk and smoothing returns for a more secure retirement.
Liquidity Without Restrictions:
Unlike annuities with long lockup periods, Defined Outcome ETFs offer daily liquidity. Adjust your portfolio
anytime, giving you the flexibility to adapt as your needs change.
Tax-Smart Investing:
ETFs are tax-efficient, minimizing capital gains distributions through their structure. Your capital can grow
tax-deferred within the portfolio, helping you keep more of your returns compared to traditional products
taxed as ordinary income
A Modern Retirement Solution:
Since their introduction in 2018, Defined Outcome ETFs have grown to over $54 billion in assets by 2024.
They combine the transparency and low fees of ETFs with sophisticated strategies, offering retirees a fresh
way to invest with confidence.
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Why It Matters For Retirees
• Protect your savings while staying invested for growth.
• Avoid emotional decisions with a predictable, tailored plan.
• Enjoy a retirement strategy that’s flexible and built for you.
Let’s Plan Your Retirement Together
With our expertise, we can design a diversified portfolio that delivers predictable outcomes and
peace of mind. Contact us today to create a retirement plan that’s as unique as you are.
Past performance is not indicative of future results. Investments involve risks, including loss of
principal. Consult your financial advisor for details.
SPX PORTFOLIO NET This sample portfolio was built for a retiree
who wanted protection from the first 15%
of market losses while still benefiting from
-30.00% -9.14% upside gains. The chart shows how the
portfolio performs across different market
-25.00% -6.21% conditions.
Our approach helps retirees avoid costly
-20.00% -2.76% mistakes — like getting too conservative
out of fear or too aggressive before a
-15.00% 0.02% downturn — while also protecting against
the risk of missing market growth. We help
you invest with confidence, knowing
-10.00% 0.79% roughly where your portfolio stands no
matter what the market does.
-5.00% 1.03%
0.00% 1.46%
Please Call : 724-834-2350
5..00% 3.65%
To Speak With Brad Roth To Learn
More About Our Defined Outcome
10.00% 7.02% Portfolios.
15.00% 9.64%
20.00% 11.73%
25.00% 13.21%
30.00% 15.07%
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