
Feeling conservative?
Our Investment Research Team has been working hard to bring you new and innovative solutions. Our 100% Fixed Income Strategy is the latest portfolio in our collection of Managed Portfolios.
What to Expect
- Seeks to maintain 100% exposure to a fixed income investment risk profile
- Strives to generate income and preserve capital by maximizing exposure to lower-risk bond investments
About the Investments
- Comprised of seven ETFs and actively managed mutual funds
- Currently, heavily weighted between short-term corporate bond, intermediate-term core-plus bond, and fixed income alternative
- Our Portfolio Optimizer determines most appropriate asset allocation
Latest Posts
High-Q | Performance – Q4 2022
The Portfolio finished ahead of its benchmark with a net gain for the quarter.
High-Q | Performance – Q4 2022
High-QJanuary 26, 2023
Core Plus | Performance – Q4 2022
Both the Portfolio's equity and fixed income allocations generated gains for the quarter.
Core Plus | Performance – Q4 2022
Core PlusJanuary 26, 2023
Incertus | Performance – Q4 2022
The Portfolio finished with a net gain for the quarter.
Incertus | Performance – Q4 2022
IncertusJanuary 26, 2023