»Strategic Fixed Income Portfolio Client Presentation Client Name: Advisor Name and Firm: Date: Lindner Capital Advisors. A Registered Investment Advisor. 600 Village Trace, Building 23, Marietta, GA 30067
Focus on What You Can Control What Really Matters Creating an investment plan to fit No one can reliably and your needs and risk tolerance consistently forecast the market’s direction or predict Structuring a portfolio around which investment manager will dimensions of returns do best at any given time. Reducing expenses, turnover and taxes We can help you create a plan and focus on the actions that Diversifying broadly really matter. Staying Disciplined Diversification neither ensures a profit nor guarantees against loss in a declining market. 2
Have You Been a Victim to Your Emotions? . Resist the Urge Acting on your emotions may negatively impact your Investment experience. 3
Strategic Fixed Income Portfolio Overview ▪ Moderate bond strategy for investors looking for steady income from their investments ▪ Investments are institutional mutual funds: ▪ 100% in the LCA Bond (fixed income & money mkt) strategy ▪ Issuers – Government and Corporate bonds ▪ Monthly income with moderate volatility Allocation Bond Allocation 3% 33% Global - Sovereign & Corporate 12% 33% 22% GNMA's 15% 15% Intermediate Term 15% High Yield 15% 12% Emerging Markets Debt 22% 3% Money Market These are the target allocation weights and actual accounts may vary. 4
Bond Strategy Overview LCA's Approach Gains insights about markets and Philosophy returns from academic research Portfolio Global diversification with emphasis on current income Construction Adds value by integrating research, Process portfolio management, and trading 5
Manage Portfolio Risk How We Manage Bond Risk: Credit Quality – higher quality is safer Maturity – shorter Issuer – maturities are Government or safer Corporate
LCA Portfolio Management Low Internal expenses – 45-55 bps • Emphasis on current income Geographic and Strategic sector diversification • LCA’s Core Principles are Fixed based on the work of Nobel Prize winning Income academics. Full liquidity, no lock up periods and no deferred sales charge Duration - less than 5 years 7
Your Risk Score = Your Portfolio 8
Your Investment Advisory Team CLIENT Financial Advisor Lindner Capital Advisors, Inc. SEC Registered Investment Advisor (RIA) Designs & Manages Portfolio Custodian Fidelity, Schwab, TD Ameritrade, etc. Holds Assets “The important thing about an investment philosophy is that you have one you can stick with.” David Booth 9
Disclosures Lindner Capital Advisors, Inc. (LCA) is an SEC registered investment advisor. The information contained in this document is confidential and is intended only for the use of the person to whom it is given and is not to be reproduced or redistributed without LCA’s consent. It is not a solicitation to invest in any specific investment product, nor is it intended to provide individualized investment advice. This presentation does not constitute an offer to sell or the solicitation of an offer to buy any securities, nor will any sale of a security occur in any jurisdiction where such an offer, solicitation or sale would be unlawful. Asset allocation and diversification strategies do not assure a profit or protect against a loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment strategy will be profitable. Each asset class has inherent risks associated with that asset class. Understanding these risks is critical to making reasonable risk/return comparisons and sound investment decisions. Each of LCA's strategies may make small-cap and micro-cap investments, which are subject to greater volatility than those in other asset categories. Each of LCA's strategies may invest in fixed-income investments, which are subject to various risks, including changes in interest rates, credit quality, market valuations, liquidity, prepayments, corporate events, tax ramifications, and other factors. Each of LCA's strategies may make international investments, which are subject to additional risks, such as currency fluctuation, confiscatory policy, political instability, or potential illiquidity. Investing in emerging markets may accentuate these risks. Inclusion of market index information is for informational purposes only and does not imply that a strategy will achieve similar returns. Index performance does not reflect the deduction of transaction costs, management fees, or other costs which would reduce returns. An investor cannot invest directly in an index. The composition of an index does not reflect the manner in which a strategy is constructed in relation to expected or achieved returns, investment guidelines, restrictions, sectors, correlations, concentrations, volatility or tracking error targets, all of which may change over time. Past performance is no guarantee of future performance, and LCA’s strategies, like most investment strategies, involve the risk of loss. Since no one manager is suitable for all types of investors, it is important to review investment objectives, risk tolerance, liquidity needs, tax consequences and any other considerations with a financial professional before choosing an investment style or manager. The information contained in this document has been compiled from sources deemed reliable and it is accurate to the best of our knowledge and belief. However, LCA cannot guarantee its accuracy, completeness, and validity and cannot be held liable for any errors or omissions.
Lindner Capital Advisors, Inc. 600 Village Trace, Building 23, Suite 300, Marietta, GA 30067 770-977-7779 | www.LindnerCapital.com Strategic Fixed Income-PRES-A-07192017
Recommend
More recommend
