INCEPTION 12/1/2008

The above data is based upon the average annual returns since 12/1/2008. Past performance is not a guarantee of future results. Results listed are as of 8/31/2020.

This is the most aggressive program and only offered in a very limited capacity. It creates a unique platform that permits high net worth/corporate clients access to and participation in the fixed income marketplace at the institutional level. The Advantage program will construct and implement an unconstrained individualized fixed income portfolio that permits active total return focused trading strategies to be pursued utilizing margin and leverage of up to 10x1. Primarily, Municipal securities will be purchased to enhance the client’s return through state and local tax exemption in addition to federal tax exemption. Additionally, other fixed income instruments, ETF’s, and closed end funds can be utilized. The combination of current income and capital gains objectives is designed to provide a total return that exceeds that of a traditional bond portfolio.. Primarily, the new issues selected will have maturities in excess of 15 years and accordingly when in a leveraged posture the portfolio will exhibit long term duration characteristics and associated volatility.

Our reviewed results are based on composite accounts.

Minimum investment is $5,000,000.

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This Program is only open to: a “qualified client” as defined under Rule 205.3.