Intended for investors with low risk tolerance, the portfolio seeks to provide diversification benefits when added to higher volatility equity allocations via an SMA structure.
Risk management may be further enhanced through the use of exchange traded funds (ETFs) as well as hedge positions to manage interest rates and credit risk based on macro model input.
The strategy is offered in both tax-sensitive and qualified versions.
Seeking capital preservation with limited income generation and growth of principal close to the underlying long-term rate of inflation.
For more information on the Global Fixed Income Strategy, contact us.
Vineyard Global Advisors, LLC (“the Adviser”, “Vineyard Global Advisors”, or “VGA”) is a DBA of Integrated Advisors Network, LLC (“Integrated”). Integrated is an SEC registered investment advisor. Registration does not imply a certain level of skill or training. VGA is affiliated with, but not under common control of, Integrated.
More information about Vineyard Global Advisor, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.
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