When clients reach retirement or need to start withdrawing from their portfolios, we have the expertise to help navigate the complex task of generating portfolio income.

To this end, we:

  • Structure an investment portfolio to create a growing income stream.
  • Monitor the investment portfolio with careful consideration for clients’ level of risk tolerance and acceptance of volatility.
  • Create a balanced portfolio that focuses on the total return potential – not simply on finding the highest yields available, which can involve significant risk and large losses in certain market environments
  • Work with our clients to determine their income needs and ensure that their withdrawal rate is sustainable for a long period of time.
  • Help our clients find the right balance between maintaining their current lifestyle and ensuring enough money is preserved for the future.
  • Take advantage of weak markets to help clients grow their portfolios.