Fortunatus Investments delivers risk-based model management with exposure to multiple asset classes using low-cost institutional class mutual funds, stocks, and liquid exchange-traded funds (ETFs). Fortunatus operates within a separately managed account format in agreement with Registered Investment Advisory Firms.
The Fortunatus Focused Income Model offers a solution for a moderate risk profile with a primary investment objective of current income. This model is generally diversified across the higher yielding segment of the fixed income and equity markets. This model is opportunistic in nature and will seek yield outside of purely fixed income investments by allocating to alternative income sources through mutual funds or ETFs. Although the directive for this model is a high level of current income, from time to time the Fortunatus Investment Policy Committee (IPC) will allocate a significant portion to fixed income sectors considered safer and less volatile with a lower yield in an attempt to preserve invested capital.
- Targeted towards investors seeking a higher level of income in the fixed income investments
- Targets below-investment grade fixed income market segments in the U.S. and abroad
- Systematically protects capital during unfavorable market environments in high yield and other below investment grade fixed income market segments