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TACTICAL ALLOCATION

The Defensive Growth Tactical Allocation Strategy is designed to capitalize on economic and market fragility, which has been brought about by central bank interventions, corporate debt levels, demographic shifts, business cycles and other factors.

 

These factors may express themselves as credit/ stock market events, potentially significant in the near term. The portfolio is a defensive yet opportunistic strategy.

 

This investment strategy can be combined with others to fit your needs. Please feel free to contact us if you would like to discuss and explore investment ideas and options.

Dividend-Focused Investments are stable dividend payers.

 

Fixed Income/Bonds, Infrastructure, Real Estate; mutual funds, closed-end funds, unit investment trusts and exchange traded funds, ETFs — all pay out income earnings to investors in the form of dividends.

 

Dividend-Focused Portfolios can be conservative and low volatility, or greater volatility in exchange for higher dividend potential.

CONTACT US to discuss risk management strategies
that best fit your portfolio.