Management Strategies

The Fixed Income Strategy utilizes ETFs with underlying investments in fixed-income securities to create each portfolio. The primary objective of these portfolios is to seek a competitive current level of income, with a secondary objective of price appreciation.

The Equity Income portfolio is predominately a large-cap equity portfolio with an emphasis on dividend income and dividend growth as well as capital appreciation.

The Fixed Income Strategy utilizes ETFs with underlying investments in fixed-income securities to create each portfolio. The primary objective of these portfolios is to seek a competitive current level of income, with a secondary objective of price appreciation.

The Equity Income portfolio is predominately a large-cap equity portfolio with an emphasis on dividend income and dividend growth as well as capital appreciation.

The Convertibles Strategy is a bottom up, value driven discipline that utilizes convertible bonds and convertible preferred stocks to seek out opportunities for maximizing total return. The strategy aims to maintain an average credit rating of BBB.

The Equity Income portfolio is predominately a large-cap equity portfolio with an emphasis on dividend income and dividend growth as well as capital appreciation.

The Convertibles Strategy is a bottom up, value driven discipline that utilizes convertible bonds and convertible preferred stocks to seek out opportunities for maximizing total return. The strategy aims to maintain an average credit rating of BBB.