CHARTER STRATEGY
GROWTH & INCOME ORIENTED
11.2% ANNUALIZED SINCE
INCEPTION 12/01/2010
The above data is based upon the average annual returns since 12/01/2010. Past performance is not a guarantee of future results. Results listed are as of 6/30/2020.
This program 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 Charter Program is designed to construct and implement an individualized fixed income portfolio that permits active total return focused trading strategies to be pursued utilizing margin and leverage of up to a 5 to 1 ratio. Municipal securities, when possible, will be purchased to enhance the client's return through state and local tax exemption in addition to federal tax exemption. Additionally, each client will participate in the trading of selected new issues with capital gains being the objective. The combination of current income and capital gains objectives is designed to provide a total return that exceeds traditional bond laddering. Primarily the new issues selected will have the maturities in excess of 15 years and accordingly when in a leveraged posture the portfolio will exhibit long term duration characteristics and associated volatility.
Minimum investment is $500,000.
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This Program is only open to: a “qualified client” as defined under Rule 205.3.