Some investors are inclined to diversify their portfolio by holding a combination of bonds and stocks in order to reduce their risk and generate some income, while accruing some long term gains in the stock market. Our balanced product is designed to meet these goals.
The portfolio will be separately managed (with individual bonds and stocks) as opposed to a pooled fund. The percentage of stocks (long and/or short) will be determined via consultation with the clients.
The bond portion is managed similar to our bond management process; that is, a laddered, AAA and AA quality approach. A typical balanced portfolio will be well diversified with 20-25 equity securities, and 15-20 individual bond holdings.
For additional information and fee schedule click on Getting Started.
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