Custom Plus+ Enhanced Income Based Portfolio
The Custom Plus+Portfolio strategy offers more intensive and specialized asset allocation derived from the development of a personal Investment Policy Statement. This income based and more hands-on strategy has a management fee of 0.75% of funds invested. This portfolio allows for greater control of risk due to extended control over maturity and duration of income dedicated to bonds, and can be customized further based on personal situation. i.e. age, risk, or retirement.
In today’s environment of raising interest rates, a Market-Natural Strategy may be implemented to increase income and reduce risk due to interest rates.
Market-Neutral – Is a strategy where by equal amounts of investment in both long and short positions result in a 0% exposure to price fluctuation. The intension of a Market-Neutral stance is to remove any impact that may arise from market movements, thus allowing outcomes to rely solely on our ability to select investments.
Using our analytical capabilities and sector expertise to help temper the risks of income investing, the portfolio is diversified into multiple areas to further minimize the risks that may arise.
Guardian Plus Inc. is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.