STRATEGY OBJECTIVE
This strategy seeks to maximize total return consistent with prudent investment management.
ABOUT THE STRATEGY
Fixed income is an investing approach focused on preservation of capital and establishing investment income. If you are seeking a steady and reliable stream of income with lower volatility than standard stocks, you should consider adding our fixed income strategy to your portfolio.
Dividends may be the best-known vehicle for fixed income, but this category also includes corporate and government bonds, Exchange-Traded Funds (ETFs), Certificates of Deposit (CDs), money market funds, and more. The primary goal of the Fixed Income Strategy is to offer investors an actively managed portfolio that can capitalize on opportunities within multiple sectors of the fixed income market and be diversified for all market environments by investing in ETFs that allocate accordingly.
This strategy seeks to provide a stable yield for returns while limiting the risk of volatility that comes with investing in standard equities.
VALUE OF STRATEGY
The Seraph Capital Fixed Income Strategy can be beneficial as a core part of a balanced portfolio. Our Fixed Income strategy is comprised of ETFs, which offers liquidity and tax efficiency. Investing in ETFs that focus on achieving high yields can potentially produce capital gains as well as provide a fixed income. An allocation to this strategy in a portfolio can offer diversification and can serve as a hedge against volatility and risks in other asset classes, particularly during times of economic uncertainty.