Seeks to provide risk-managed income sourced through dividends, interest income, and royalty payments coupled with moderate long-term growth of principal via an SMA structure.
Risk management is achieved through:
Seeks to provide risk-managed income with a total return goal of 3-5% above the long-term rate of inflation over a full market cycle.
For more information on the Dynamic Yield Strategy contact us.
Vineyard Global Advisors LLC is a dba of Integrated Advisors Network LLC, collectively hereinafter (“the Adviser” or “Vineyard Global Advisors” or “VGA”) and is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training.
More information about Vineyard Global Advisor, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.
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