Income Opportunity Strategy

This investment strategy seeks current and consistent income with the potential for capital appreciation through tactical positioning across a diverse group of fixed income Exchange-Traded Funds (ETFs). The strategy seeks to manage credit and duration risk while also attempting to protect against inflation using both fundamental and technical indicators. Approximately one-half of the portfolio risk is allocated to core fixed income holdings such as U.S. Treasuries, Agencies, and investment-grade corporate debt. The balance of the risk budget is spread between high yield, floating rate, and emerging market debt. The result is a portfolio that can potentially provide attractive risk-adjusted returns over multiple market cycles.

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