Strategies > Conservative Income Model

Conservative Income Model

This core strategy seeks current income while providing for opportunities for capital appreciation and attempting to minimize the effects of inflation on the portfolio. Growth is not the primary objective. The portfolio is structured around a long-term strategic allocation which principally invests in a diversified fixed income portfolio and allocates a moderate portion of the portfolio to a diversified portfolio of large, small and mid cap stocks, and international stocks. The Stable Income portfolio will typically be invested in approximately 60% fixed income investments and 40% equities. The portfolio management team may make tactical allocation adjustments from the target when they believe market conditions warrant changes. This portfolio may appeal to those individuals in need of a diversified portfolio strategy and who are income-oriented yet are willing to accept a moderate level of risk given a larger exposure to stock investments. This choice may be appropriate for investors with conservative investment time horizons (three to five years).


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