The MCM Flexible Income strategy seeks to provide a high level of income by investing in a diversified portfolio of equity and fixed income securities. Due to the emphasis on income, accounts in the composite may also own REITs, Preferred Stocks, and ETFs, which provide exposure to other income-producing areas of the market.

Best suited for: investors seeking a high level of current income with reduced volatility.

Approach:

  • Diversified: Portfolio is actively allocated across several income-producing asset classes. This diversification has the effect of reducing volatility and enhancing returns.
  • Balanced: Our focus on independent research and analysis leads to a portfolio of complementary individual securities, balanced between equity and fixed income.
  • Yield: Target an annual income yield of approximately 4%, independent of the interest rate environment.

Strategy Documents

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