BALANCED INCOME STRATEGIES
BALANCED INCOME PORTFOLIO
Asset Class: ETF
Risk Level: Moderate
Base Currency: USD
Inception Date: June, 2021
Minimum Investment: $100,000​
The Balanced Income ETF Portfolio aims to generate strong and consistent current income while offering potential capital growth through a diversified mix of asset classes, balancing risk and return. Invests in high-yield securities, covered call strategies, and leveraged portfolios maintaining a balanced allocation of approximately 50% fixed income and 50% equities, with flexibility to adjust based on market conditions.
​
​
​
MODEL BLENDS FOR VARIOUS RISK PROFILES
Asset Class: ETF
Risk Level: Low to High
Base Currency: USD
Inception Date: June, 2021
Minimum Investment: $100,000​
Our portfolios combine a strategic mix of asset classes to balance risk and return, tailored to each client’s investment goals and risk tolerance:
​
Conservative: 80% Fixed Income | 20% Equities
Moderate: 60% Fixed Income | 40% Equities
Aggressive: 40% Fixed Income | 60% Equities
Aggressive Plus: 20% Fixed Income | 80% Equities
Each allocation is designed to adapt to changing market conditions while staying true to your long-term objectives.