Income Strategy

(20% Equity – 80% Fixed Income)

The Stringer Income Strategy is a core risk managed portfolio designed to provide current income with long-term growth of capital for fixed income investors seeking some equity market participation with a 20% equity / 80% fixed income allocation target. Our risk first approach endeavors to provide a consistent return over time with an eye toward meaningfully reducing volatility to the broad equity market. While anchored in our strategic allocation approach, we provide a dynamic tactical sleeve and the protection of our Cash Indicator.

Investment Approach

Downloads

Income Strategy Fact Sheet

Income Strategy Presentation

Income Strategy GIPS Report