CORE PLUS STRATEGY

INCOME & GROWTH ORIENTED

+5.40% ANNUALIZED FROM

12/31/12 to 4/30/22

The above data is based upon the average annual returns since 4/01/12. Past performance is not a guarantee of future results. Results listed are as of 4/30/22. Results are based on data produced using outsourced portfolio management software that is fed directly by the clearing bank.


Incorporating short term trading strategies produces a unique opportunity to decrease the amortization on core holdings and promote portfolio growth. This program seeks to enhance the total return potential of client portfolios that are generally considered conservative in terms of risk tolerance. Allocation percentage of "core" and "trading" is 80% core, 20% levered trading. The combination of investment strategies provides the potential for higher yield and performance in a "blended" return. 

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