our SERVICES
Retirement Income LifeCycle
- Investment Objective
- The Retirement Income LifeCycle Strategy seeks to provide significant income generation and minimize downside risk as financial asset distribution becomes a main objective at this point in an investor's career. The Strategy is invested with a value-oriented comprehensive portfolio management approach which blends together strategic and tactical analysis for portfolio asset allocation. The Strategy's strategic asset allocation focuses on the identification of the overall asset mix that will provide the optimal risk/return trade-off for a long-term investment horizon. This process is supported by the Strategy's tactical allocation, which is focused on positioning within each asset class. Through tactical allocation, the Strategy employs a multi-cap, multi-style rotation process that overweights those segments of the market that appear positioned to outperform given current valuations, fundamentals and the macro environment.
- Instruments
- Equity Exchange-Traded Funds (ETFs)
- Fixed Income Exchange-Traded Funds (ETFs)
- Commodity Exchange-Traded Funds (ETFs)
- Real Estate Exchange-Traded Funds (ETFs)
- Money Market Instruments
- Benchmark
- 15% ML 91 Day Tsy./5% MSCI EAFE(Net)/50% Barclays Capital/30% Russell 3000