Income Strategies Overview

For investors who are focused primarily on income investing, our Income Strategy Portfolio Solutions focus on the construction and recommendation of portfolio solutions that maximize the annual passive income generated by the holdings.

The objective of our Income Strategy Portfolio Solutions focus on providing investors with portfolio recommendations that produce a constant, steady stream of cash from high-yielding assets and securities.

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Dividend Solutions

Our Dividend Portfolio Solutions focus on recommending portfolios of safe and secure dividend-paying blue chip stocks of companies that have strong balance sheets, as well as highly-liquid ETFs.

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fixed-income solutions

Our Fixed-Income Portfolio Solutions focus on recommending portfolios of fixed-income ETFs, including Treasury Bonds, Sovereign Bonds, Corporate Bonds, Municipal Bonds, and Emerging Market Bonds

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Real Estate Investment Trusts (“REITS”)

Our Real Estate Investment Trust (“REITs”) Portfolio Solutions focus on recommending portfolios of REITs across a diverse type of property types including Residential, Commercial, Industrial, and Global.