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 (“the Adviser”, “Vineyard Global Advisors”, or “VGA”) is a DBA of Integrated Advisors Network, LLC (“Integrated”). Integrated is an SEC registered investment advisor. Registration does not imply a certain level of skill or training. VGA is affiliated with, but not under common control of, Integrated.
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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