Conservative Investment Program
Focused on investing in quality fixed-income securities to create steady yields, our conservative program emphasizes limiting interest rate risk for the more risk-averse investor.
Steady Yield for the Risk Averse
$250,000 and Over 0.1875% of Assets Per Quarter
Note – Billing occurs at the end of each quarter. It is calculated using the market value on an accrual basis of your account(s). Accrual basis means that dividends and interest ‘earned’ but not yet ‘posted’ as paid are used to compute the billing. The billing is also based on cash flow meaning all additions and subjections of funds in the client’s account during the billing period are prorated base on the number of business days left in the billing quarter. It is also rounded off to the nearest dollar amount.
Unsure of What Type of Investor You Are?
Take our Risk Assessment Questionnaire to determine which one of our programs works best for you.