Investment Strategies

Income Portfolio

A Sound Income Strategies investment grade portfolio seeks to generate ongoing income that is both expected and with regularity.

The team invests in debt securities and other instruments that have similar characteristics. The holdings typically include individual securities vetted by an investment process that involves an assessment of the accounts potential exposure to interest rate risk and credit risk relative to the value of specific issues. Implementation pays special mind to balancing transaction efficiency, low costs, liquidity and scheduled income stream.

Security types may include, but aren’t limited to; Corporate bonds, BDCs, Preferreds, and REITs. When warranted by a clients tax situation, municipal bonds may also be included in their asset mix.

Income & Growth Portfolio

In addition to the income investing strategies and methods mentioned above, the investment management team offers growth strategies for people with the willingness and ability to endure some level of stock market volatility. The team will custom tailor a growth opportunity portfolio based on diligent research and a client’s profile. This portfolio of equities can be matched with our income strategies for an Income & Growth portfolio balanced to the tastes of the client.

 

  • This information is not intended to be used as the primary basis of investment decisions.  Individual investors needs vary and this should not be construed as advice.
  • The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation.

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