Investment Objective: Seeks to provide a target total return of 6-8% and a dividend yield of 3.5% through a combination of fixed income securities and blue-chip companies in Recession Resistant sectors.

Portfolio Allocation: 65% Equities, 30% Fixed Income, 5% Cash

Type(s) of Investments: Individual Equities, Mutual Funds

Distinguishing Characteristics:

    • Invests in individual stocks to reduce internal expense ratios and increase tax efficiency. The portfolio focuses on dividend focused equities that operate in what we call recession resistant sectors: Consumer Food, Consumer Staples, Energy, Utilities, Telecommunications, and Pharmaceuticals. The fixed income allocation has the flexibility to be adjusted and rotated according to changing business and rate cycles.

Performance Summary

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