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Our Inflation-Plus Income model portfolio was developed to offer you a potential solution to the inconsistency and volatility that can negatively affect a traditional income-focused portfolio.

Potential Benefit: Consistent Income that Keeps Up with Inflation

While we utilize low-cost investments for the majority of our traditional fixed income market exposure, what makes our Inflation-Plus Income model different is our use of alternative investment strategies. Our goal is to provide a more consistent stream of portfolio income, above the rate of inflation, that can allow you to take the income from the account on a monthly basis.

Our Inflation-Plus Income model typically utilizes the following:

  • Low-cost investments for general fixed income market exposure
  • Floating-Rate and Senior-Secured Loan investments that can offer higher income than traditional bond strategies and can also potentially provide principal protection if interest rates increase
  • Covered Call or Buy-Write strategies that seek to generate higher income from selling options while holding a diversified basket of stocks
  • Long/Short Equity strategies to attempt to dampen the large swings that can occur in the stock market
  • Commodity strategies that can invest in almost any market around the globe and seek to profit from both up and down trends in these areas
  • 10% tactical weighting that seeks to take advantage of higher-yielding areas of the stock or bond markets

Learn how our unique Risk-Managed investment process can be a potential benefit to your overall financial well-being.

Click here for a Free Initial Consultation.

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