Short-Term Yield+

Investment Objective

To preserve principal and generate current income. This strategy invests primarily in individual fixed income securities such as investment grade short-term corporate, municipal, and government bonds, which are all typically held to maturity, and secondarily in individual stocks that have current dividend yields greater than the S&P 500.

• Minimum Investment: $1,000,000
• Interest Yield: 50% greater than the prevailing 2-year US Treasury
• Dividend Income: 50% greater than the yield of the S&P 500
• Target Bond Duration: 2 Years

Typical Investor

Risk-averse individuals and institutions seeking to protect their purchasing power and generate steady income and modest amount of capital appreciation with an investment timeline shorter than 3 years.

How this Strategy is Managed

Our highly diversified Short-Term Yield+ Strategy is built with individual municipals, corporates, treasuries, CDs, and individual stocks that have paid a dividend. Our investment team’s active management allows us to generate a higher current yield than cash instruments by taking advantage of interest rate volatility and companies with strong free cash flows and durable economic moats. In addition, constant monitoring of short-term yields and underlying macroeconomic environment guides us when determining portfolio positioning.