I-Portfolio
On the more conservative end of the spectrum is the Fixed Income Portfolio. A client can choose a taxable Fixed Income Portfolio which seeks to provide returns from U.S. government agency securities, corporate debt and preferred stocks, or a non-taxable portfolio which seeks to provide returns from municipal bonds. Fixed income securities are selected using the same means as the fixed income segment in the Balanced Portfolio.
The fixed income program seeks to produce total returns over complete market circles that exceed returns that may be expected from random trading and passive management strategies.