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TrendBridge™ Investment Strategies

 
trendbridge-logo_whiteCREATED AND MANAGED THROUGH A DISCIPLINED SYSTEMATIC PROCESS, TRENDBRIDGE INVESTMENT STRATEGIES ARE ACTIVELY MANAGED, WIDELY DIVERSIFIED PORTFOLIOS DESIGNED TO ACCOMMODATE A broad SPAN OF INVESTMENT NEEDS.

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Income PLUS

 Portfolio Characteristics: 

The strategy utilizes a diversified portfolio of investments such as corporate, foreign and U.S. Treasury bonds, as well as equity-based investments with relatively high dividends. The portfolio has no set proportions on its allocations, which allows flexibility when opportunities arise and/or during periods where market conditions are changing.p>

 Objectives: 

The Income Plus strategy seeks substantial dividend income and long-term capital growth. The strategy uses the traditional 40% stocks / 60% bonds as a soft benchmark and seeks to outperform on a risk-adjusted basis over longer holding periods.

 

 
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