Income With Growth Strategy

(35% Equity – 65% Fixed Income)

The Stringer Income with Growth 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 35% equity, 65% 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 With Growth Strategy Fact Sheet

Income With Growth Strategy Presentation

Income With Growth Strategy GIPS Report