INVESTMENT STRATEGY

Our Income model seeks to provide investors with preservation of capital and current income. The portfolio is designed to provide total return while limiting volatility and downside risk. In addition to fixed income, this portfolio may invest in dividend paying equities, hedged equity, commodities and a variety of other alternative strategies. This model may be appropriate for investors with shorter time horizons who are looking to minimize fluctuations in market value.

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Investing involves risk and you may incur a profit or loss regardless of strategy selected.