Capital Preservation
Focused on investing in quality fixed-income securities to create steady yields, our stable income strategy emphasizes limiting interest rate risk for the more risk-averse investor.
Stable Income
Steady Yield for the Risk Averse
About Our Stable Income Program
Using our extensive experience investing in the bond markets, we created the stable income strategy to provide clients an opportunity to invest in quality fixed-income securities with an emphasis on the safety of principal and income optimization. We accomplish these goals by using a bond ladder that limits the client’s exposure to interest rate risk. The Stable Income program will maintain a diversified allocation of liquid bond investments that will range in various yields, maturities and ratings. Although there may be an opportunity to trade a bond from time to time, we will primarily hold these securities to maturity.
Financial Planning and Analysis:
Risk Questionnaire Score: 10-35
100% Fixed Income | Low Volatility | Proprietary Quality Model
Accounts in this program are held and cleared through Charles Schwab. For more information about their account protection, visit Charles Schwab Institutional.
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