Strategies > Stable Income Model

Stable Income Model

This core strategy seeks current income while attempting to minimize market fluctuations and the impact of inflation on the portfolio over time. Long-term capital 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 modest 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 75% fixed income investments and 25% 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 willing to accept some market fluctuations in exchange for higher income levels. This choice may be appropriate for investors with short investment time horizons (one to three years).


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