CIS Model Portfolio for Income
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Today, income investors face new and different challenges. With interest rates near lows not seen in 50 years, investors are clamoring for yield. Many are making risky bets in search of high yields by buying junk rated bonds and extending maturities. Attracted to high yields, many investors are setting themselves up for failure with the wrong investments in a rising interest rate environment.

This is why Cornerstone has developed the Model Portfolio for Income. It is a way to help investors get the income they need while positioning their assets in such a way that may benefit from rising interest rates.

Please, use the links to the left to navigate through the different parts of this strategy

QUINT-ESSENTIAL STRATEGY

PORTFOLIO ALLOCATION CHOICE'S

PORTFOLIO CONSTRUCTION

MODEL FOR INCOME

ECONOMIC CYCLES

INVESTMENT PRINCIPLES

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