If you need regular monthly
income, a capital preservation model, offered by Three Capital Management,
might be the right approach for you.
Portfolio Construction:
• Evaluate
yield curve to decide on the best maturities when creating a laddered
bond portfolio to
stagger interest rate and price risk.
• Invest
in corporate, municipal, treasury and agency bonds or notes.
• Use
taxable or tax-free bonds depending on your tax situation.*
• Fee-based
portfolio puts us on your side.
Relax knowing
your investment portfolio is managed by a Three Capital Management
Investment Advisor.
ONE--Keep your investment plan on track.
Have your portfolio managed, with discretion, through a leading online
brokerage by an experienced Three Capital Management Investment Advisor.
TWO--Get an investment portfolio tailored to
your life.
Whether you want to grow or preserve your wealth, or need a blend
of both, a Three Capital Management Investment Advisor can help you
with your portfolio needs.
THREE--Consider the TCM All-Cap Value Strategy.
Available to qualified investors, client funds are opportunistically
invested in companies located in any country, around the globe, and
listed on a United States stock exchange.
Next step: TCM
All-Cap Value Strategy
Please Note:
* Consult with a tax professional about your specific tax situation.
Past performance is no guarantee of future results.
The goal of our fixed-income
strategy is capital preservation
of the bond portfolio that can
help deliver predictable income.