You can pursue a wide variety of investment objectives by adjusting the amount of investment allocated to each of our strategies. Your financial advisor can help you select a combination to seek the results you want.

Income needs may be addressed by providing distributions to investors by either systematic withdrawal programs or via a checkbook used by the client to access the account. All strategies are managed on a total return basis, so actual income levels may fluctuate greatly. However, if the long-term total return of the strategies employed are greater than the withdrawals the income will be supported without principal erosion. If the long-term total return of the strategies employed is less than the withdrawals, the income will erode the principal over time. Your financial advisor can assist you in selecting strategies that have the potential to deliver income without long-term principal erosion.

Click a strategy for details:

Flexible Income

Adaptive Balance

Adaptive Growth

Shock Absorber Growth