Balanced Income Portfolio

	The balanced income program’s main objective is to secure income with moderate risk.
Producing Income Moderating Risk	This program’s first priority is to seek income, and has capital appreciation as a secondary consideration.   It invests primarily in bonds and dividend paying common stocks, but it may also invest in convertibles, preferred stocks, and other securities. The portfolio may hedge for the reasons of reducing market or interest rate risk.
	The assets in the income portfolio will be divided into a combination of two major asset classes: equity and debt securities.  The amount of weight designated to each asset class will depend upon market conditions.

Objective: Income

Minimum Investment:$250,000

Risk: Moderate

ACCOUNT VALUE	QUARTERLY FEES
$250,000 -$499,999	0.40% of Assets
$500,000 -$749,999	0.35% of Assets
$750,000 -$999,999	0.30% of Assets
$1,000,000 and Over	0.25% of Assets

If you are interested in this program or want to learn more, call for a consultation with Jerry and Steve. They will sit down with you and examine where you are financially and discusss your expectations for the future. Or it can be done by phone. To sign up for a FREE CONSULTATION on line click here.

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