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
by IRON FinancialHigh-Q | Semi-Annual Reconstitution – 2022
The major sector allocation changes we saw were in health care, consumer defensives, and technology.
by Aaron Izenstark, CIOHigh-Q | Performance – Q2 2022
Overall, High-Q generated a smaller loss and other wins compared to its benchmark.