Are you Seeking Income?
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Learn how our income strategies and solutions have helped others live life on their terms.
Government Bonds ▸
Government Bonds are simply loans you make to a government, or a government agency to finance projects and other needs. The bond issuer agrees to repay you at a fixed interest rate by a specified date, or maturity. You may want to consider investing in bonds if you want to focus on a specific maturity, you’re looking for income that’s free from federal, state, and local taxes, or you want to complement the mutual funds in your portfolio.
Seeking Income ▸
Investment strategies that worked over the last 15 or 20 years may not necessarily work today if you are seeking income. History shows that everyone needs to plan for uncertain markets and tap into new opportunities. At Global Advisers, we leverage our best thinking to help today’s income investors take advantage of the broadening investment landscape, while addressing their tolerance for risk and need for current and future income.
Corporate Bonds ▸
Corporate Bonds are simply loans you make to a corporation to finance projects and other needs. The bond issuer agrees to repay you at a fixed interest rate by a specified date, or maturity. You may want to consider investing in corporate bonds if you want to focus on a specific credit quality or maturity, you’d like exposure to certain corporate issuers or to certain industries, or you want to complement the mutual funds in your portfolio.
Stock-Yield Enhancement Program ▸
If you have stocks that are attractive in the securities lending market, our custodian will borrow the stocks from you, and deposit collateral into your account.
Short-term Debt ▸
Short-term instruments include T-Bills, Commercial Paper, and money markets. These types of investments offer a high level of safety, and are often used for people interested in saving for a major purchase, such as a house, car, or college tuition.
Some investors might be suitable for including dividend-paying stocks. While there is no guarantee that a corporation will continue to pay a dividend, there are many companies that have paid regular dividends to it’s shareholders over the years. Stocks can fluctuate in price greatly, and may not be suitable for all investors.
Contact us to learn more.
Valuation & Risk Analysis
We continually monitor for risk by position, risk by underlying, and risk by industry. We also create editable, hypothetical “What-If” scenarios portfolio based on your actual portfolio to see how your risk profile might change based on certain types of activities, such as adding, closing, reducing or increasing position(s). Your investment team will create complex custom scenarios by editing the price, date, and volatility variables that affect your risk profile.
They utilize advanced beta analysis to build client portfolios based on key concepts of the Capital Asset Pricing Model (CAPM). It allows them to build, maintain and monitor positions in a separate area by building new portfolios. It also permits them to view asset allocation on a daily or even a minute-to-minute basis. For more information, contact us.