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: 50% Equities, 45% Fixed Income, 5% Cash
Type(s) of Investments: Individual Equities, Mutual Funds
Released 4/18- Ben Pahl, President of Liberty One was a guest on Orion’s podcast, “The Weighing Machine,” hosted by Rusty Vanneman, CMT, CFA & Robyn Murray.
Listen as Rusty, Robyn, and Ben discuss why there has never been a better time to be a financial advisor.
Check out our Video Library for the recording or reach out to us!