Blue Chip Income

Strategy Description

The Blue Chip Income strategy seeks long term capital appreciation with downside protection by investing in a diversified portfolio of high quality Blue Chip stocks and ETFs in low risk markets and protecting principal in high risk markets by moving up to 100% in cash. Market exposure is adjusted by monitoring long term market trends to evaluate the risk and reward of owning equities versus protecting capital.

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Key Benefits
  • Ability to move up to 100% cash
  • Strict and unemotional sell discipline using both technical and fundamental criteria
  • Broad sector diversification and low turnover for tax efficiency
  • Blue Chip stocks and ETF's offer high-quality consistency and the ability to operate profitability even as economic growth changes