Performance
YTD: 7.7%
Performance YTD result is an estimated percentage based on a model account and may not be performance of your account.
As Of: 09/30/2019
Market Exposure
  • Equities
    5%
  • Fixed Income
    49%
  • Alternatives
    43%
  • Cash
    3%
Aggressive Income
Strategy Overview:

Aggressive Income is a separate account strategy designed for long-term income generation through the selection & management of securities that are typically not correlated to the general bond market. The strategy invests in a diversified basket of global securities across the income universe. Aggressive Income first analyzes market risk through intense daily research of an extensive set of data points that drive market direction, and then allocates across complementary securities with the best risk-adjusted yield potential given those market conditions.

Date Update
April 1, 2015

Why Seek Non-Traditional and Non-Correlated Income Sources?

  • Few traditional investment options meet the inflation hurdle and therefore fail to deliver the necessary income for investors
  • Non-traditional income options and alternative assets provide opportunity for increased yield
  • Actively combining non-traditional income-generating investments can improve a portfolio’s yield while diversifying risk

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