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

PDF Fact sheet(s)

 

Past performance is no guarantee of future results.  Fortunatus Investments, LLC is a Registered Investment Advisor with the Securities and Exchange Commission (SEC).  Prior to June 2014 Fortunatus Investments, LLC was a wholly owned subsidiary of Executive Wealth Management, LLC a Registered Investment Advisor with the Securities and Exchange Commission.  Fortunatus Investments, LLC does not offer Tax or Legal Advice.   Material provided is for information purposes only and should not be used or construed as an offer to sell, or solicitation of an offer to buy nor recommend any security.  Please refer to our website, www.fortunatusinv.com, or call us at 855-807-6585 for additional information including performance results and further disclosures. 

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