Investment Overview
Strategy Description
The Tactical Income Strategy is an actively managed, multi-asset portfolio of income producing securities that seeks to preserve capital, minimize volatility and provide competitive total returns over a variety of market cycles. The strategy seeks to accomplish this investment philosophy through a disciplined approach to balancing fixed income investments with income producing equity-based securities. The investment process is guided by thorough fundamental analysis overlaid on tactical asset allocation, which is determined by the investment committee’s macro economic perspectives.