We build and manage the strategies
Depending on your investment objectives and financial circumstances, we can combine our equity strategy with fixed income and money market securities to create a customized portfolio of most suitable for your investment horizon and liquidity needs.
Our system allocates investments in fixed-income securities to exchange-traded funds that track a broad-based portfolio of U.S. government bonds. The amount we allocate to fixed income and money market securities change depending on market conditions. For instance, due to the exceptionally low interest rate environment in the current market, allocation to fixed-income securities that have maturity of more than 3 years is zero.
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