Risk Considerations Risk Considerations   

Delivering distinctive solutions from market leaders

Incapital Unit Trust portfolios are professionally-selected, fixed baskets of securities that allow investors to diversify market risk without the large capital commitment, time and expertise it may require to achieve this type of diversification on their own.

Convenient, Diversified and Transparent Solutions

Incapital Unit Trusts are designed and targeted to meet a variety of investment needs and risk tolerance levels. These portfolios provide investors numerous features and benefits such as:

  • A purchase amount of $250 for retirement accounts or $1,000 for other investment accounts
  • Convenient daily liquidity
  • A predetermined investment life which can provide for regular opportunities to review and evaluate an investors long-term investment needs

No investment product replaces the individual advice given by an experienced investment professional that is familiar with an individual's needs. However, Incapital Unit Trusts invest in specified unmanaged portfolios designed and built by an experienced team of investment professionals at Incapital and our top tier global institutional partners and may be used as tools to accomplish individual investor goals.

Institutional Strategies

Incapital Unit Trusts integrate institutional strategies designed around various sector, strategy or investment themes. No investment strategy is without risks and some strategies or sectors may not be appropriate to an individual’s personal situation. The strategic partnerships with leading global research and investment firms utilized in many Incapital Unit Trusts underscore our commitment to providing financial professionals with the highest quality investment options.


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Please consider the investment objectives, risks, charges and expenses of the unit investment trust(s) carefully before investing. The prospectus contains this and other information about the unit investment trust(s). To obtain a prospectus, please contact your financial advisor or download one at the SEC’s EDGAR filing system or on the offerings page. Please read the prospectus carefully before investing.

There is no assurance that a unit investment trust will achieve its investment objective. An investment in a unit investment trust is subject to market risk, which is the possibility that the market values of securities owned by the trust will decline and that the value of trust units may therefore be less than what you paid for them. Accordingly, you can lose money investing in a trust.

NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE