Stable Income

Stable Income

Steady Yield for the Risk Averse

stable income
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 safety of principal and income optimization. We accomplish these goals by using a bond ladder that limits 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:
Riskalyze Score: 10-35
 100% Fixed Income | Low Volatility | Proprietary Quality Model

Accounts in this program are held and cleared through either National Financial Services, a subsidiary of Fidelity or TD Ameritrade. For more information about their account protection CLICK HERE for National Financial Services or CLICK HERE for TD Ameritrade Institutional.

Fee Breakdown

$500,000+         0.1875% Per Quarter of Assets per quarter