Overview
Conservative
 - Fixed Income
 - CFP15(h)
 - Persistent Allocation
Active
Performance

Fixed Income Strategy

The Fixed Income Strategy strives to achieve an above average interest and capital rate of return compared to the municipal bond market (after fees) over a full market cycle while focusing on achieving a superior risk/reward ratio.

The strategy consists of fourteen equally weighted high quality fixed income mutual funds of which eight are in Government Long-Term, two in Government Intermediate-Term, two in Total Return, and two in International.

The strategy is thus invested in predominately intermediate- to long-term bonds, with the largest proportion in long-term bonds.

The strategy is semi-passive with regular evaluation of the mutual funds, ongoing reinvestment of income (if so desired) and yearly rebalancing.

It appeals to investors seeking a disciplined approach in the quest for a relatively stable level of income, or investors seeking a diversified bond investment to balance the risks of a portfolio containing other asset classes.

The strategy is not utilizing direct leverage and is long only. The recommended minimum for the Fixed Income Strategy is $100,000.

The Fixed Income Strategy is only available through our Money Management services. Click on the respective links for: Performance, Fees and Disclosure Statement.