Fixed Income

- Fixed Income -

 

The Fortunatus Fixed Income Models give investors diversified fixed income options designed to maximize income and returns and preserve capital through low-cost institutional mutual funds and exchange traded funds (ETFs). The investment team utilizes an objective, trend-following strategy to determine whether a market segment is in a favorable investing environment. If a market segment is in an unfavorable market environment, safer, less volatile market segments are utilized to provide downside protection and protect the account principal. Selected funds and ETFs undergo a fundamental review that focuses on risk-adjusted returns and a proven management process.

Fixed Income Total Return

  1. Targeted towards investors seeking a moderate level of income and risk in their fixed income investments
  2. Provides exposure to investment grade and below investment grade fixed income markets in the U.S. and abroad
  3. Systematically provides downside protection by moving to safer, less volatile market segments based on market environments

Focused Income

  1. Targeted towards investors seeking a higher level of income in the fixed income investments
  2. Targets below-investment grade fixed income market segments in the U.S. and abroad
  3. Systematically protects capital during unfavorable market environments in high yield and other below investment grade fixed income market segments

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