We offer two managed Strategic Programs that are invested in a broad range of securities through the diligent selection of both Exchange-Traded Funds (ETFs) and Closed End Funds. We may also consider the inclusion of individual securities (both equities and bonds), preferred securities, Real Estate Investment Trusts (REITs) and Master Limited Partnerships (MLPs). Typically, a single position in each portfolio will not exceed 10% of capital invested. An aim of both strategic programs is to provide selective diversification within the individual portfolio parameters outlined below.
The Strategic Income Portfolio – The primary objective of this program is to provide clients with a managed investment product that generates an attractive yield on capital invested, while successfully managing risk within reasonable parameters. The portfolio contains a balanced mix of both equity and fixed income investments.
The Strategic Equity Portfolio – Launched more recently, this program aims to offer clients a managed program that provides a broad exposure to both domestic and international equity markets within reasonable risk parameters. The portfolio will typically be more heavily weighted towards domestic equities and proactively limit exposure to more volatile investments such as those in emerging markets.
The Portfolios aim to mitigate risk through careful selection and diversification, but they may be subject to a level of volatility commensurate with the level of risk.
Performance – Investment performance data for each portfolio, as well as performance relative to to appropriate benchmarks is available on request.
ETF shareholders should be aware that the general level of stock or bond prices may decline, thus affecting the value of an exchange-traded fund. Investors should carefully consider the investment objectives, risks, charges and expenses of an ETF before investing. To obtain a prospectus containing this and other important information, please call our office. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal.