Income Strategies 

Retirement Income

The Retirement Income strategy, as the name suggests, is devoted to earning high income for investors with tax-deferred accounts, year over year regardless of general stock or bond market conditions.

Preservation of capital is a priority while earning an average annual return that is competitive with the corporate bond market, net of all fees. The Retirement Income strategy primarily invests in high yield corporate bond mutual funds but can also invest in municipal bond funds, treasury bonds or funds that hedge against rising interest rates. All positions are fully liquid and held in accordance with our proprietary intermediate term tactical trading parameters.

Freeway High Income

A crafty name, as opposed to the Toll way, for this tax efficient version of our Retirement Income model designed specifically for taxable investment accounts. Preservation of capital is a constant priority while earning an average annual return that is competitive with the intermediate term US municipal bond market, net of all fees.

The Freeway High Income strategy primarily invests in national municipal bond mutual funds of all types but can also invest in corporate bond funds, specialty income funds, treasury bonds or funds that hedge against rising interest rates. All positions are fully liquid and held in accordance with our proprietary intermediate term tactical trading parameters.

Schedule a Free Portfolio Analysis

Let’s talk to find out how we can help you.

303-837-1187

Or you may complete the form below and we will be in touch with you as soon as possible to schedule a consultation.