---
title: Vineyard Global Advisors | Risk Managed Income
description: The Risk Managed Income Strategy seeks to provide risk-managed income sourced through dividends, interest income, and royalty payments coupled with limited long-term growth of principal.
image: https://www.vineyardglobaladvisors.com/hubfs/Vineyard/featured/og-image-vineyardglobaladvisors.jpg
---

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          - [Enhanced S&P 500](https://www.vineyardglobaladvisors.com/enhanced-500)
    - Income 
          - [Russell 3000 Enhanced Dividend](https://www.vineyardglobaladvisors.com/russell-3000)
          - [Dynamic Yield](https://www.vineyardglobaladvisors.com/dynamic-yield)
          - [Risk Managed Income](https://www.vineyardglobaladvisors.com/risk-managed-income)
          - [Global Fixed Income](https://www.vineyardglobaladvisors.com/global-fixed-income)
    - Asset Allocation 
          - [Advantage Plus Series](https://www.vineyardglobaladvisors.com/advantage-plus-series)
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          - [ETF Advantage Series](https://www.vineyardglobaladvisors.com/etf-advantage-series)
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    - [Strategy Overview](https://www.vineyardglobaladvisors.com/strategies)
    - Equity Alpha 
          - [Quantitative Value](https://www.vineyardglobaladvisors.com/quantitative-value)
          - [Quantitative Growth](https://www.vineyardglobaladvisors.com/quantitative-growth)
          - [Sector Rotation](https://www.vineyardglobaladvisors.com/sector-rotation)
          - [Style Flex](https://www.vineyardglobaladvisors.com/style-flex)
          - [Optimized Equity Alpha](https://www.vineyardglobaladvisors.com/optimized-equity-alpha)
          - [Enhanced S&P 500](https://www.vineyardglobaladvisors.com/enhanced-500)
    - Income 
          - [Russell 3000 Enhanced Dividend](https://www.vineyardglobaladvisors.com/russell-3000)
          - [Dynamic Yield](https://www.vineyardglobaladvisors.com/dynamic-yield)
          - [Risk Managed Income](https://www.vineyardglobaladvisors.com/risk-managed-income)
          - [Global Fixed Income](https://www.vineyardglobaladvisors.com/global-fixed-income)
    - Asset Allocation 
          - [Advantage Plus Series](https://www.vineyardglobaladvisors.com/advantage-plus-series)
          - [Allocation Plus Series](https://www.vineyardglobaladvisors.com/allocation-plus-series)
          - [ETF Advantage Series](https://www.vineyardglobaladvisors.com/etf-advantage-series)
- Insights 
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![](https://www.vineyardglobaladvisors.com/hs-fs/hubfs/shutterstock_1818406121-1.jpg?width=1920&name=shutterstock_1818406121-1.jpg)

# Risk Managed Income

 

## Strategy Overview

Seeks to provide risk-managed income sourced through dividends, interest income, and royalty payments coupled with limited long-term growth of principal via an SMA structure.

[![Risk Managed Income Strategy](https://www.vineyardglobaladvisors.com/hubfs/Video/thumbnails/video-thumbnail-strategy-risk-managed-income.jpg "Risk Managed Income Strategy")](https://www.vineyardglobaladvisors.com/risk-managed-income#popup-03)

### Strategy Summary

**Risk management is achieved through:**

- Broad diversification across asset classes
- Dynamic adjustment of the equity and fixed income positions of the portfolio
- The use of opportunistic ETF hedge positions to further address equity, credit, and interest rate risk

### Strategy Objective

Seeks to provide risk-managed income with a total return goal of 1-3% above the long-term rate of inflation over a full market cycle.

## Portfolio Managers

![](https://www.vineyardglobaladvisors.com/hubfs/Tom-1.jpg)

Tom Samuelson, CFA, CMT

Chief Investment Officer

<https://www.vineyardglobaladvisors.com/our-firm/thomas-samuelson?hsLang=en>

![](https://www.vineyardglobaladvisors.com/hubfs/Kendall-1.jpg)

Kendall Dilley, CFA, CMT

Portfolio Manager

<https://www.vineyardglobaladvisors.com/our-firm/kendall-dilley?hsLang=en>

#### Strategy Information

- **Inception:** August 2015
- **Category:** Allocation - 15% to 30% Equity
- **Structure:** Managed Account (SMA)

#### Documents

- [**Fact Sheet →**](https://www.vineyardglobaladvisors.com/risk-managed-income#popup-02)
- [**Company Presentation →**](https://www.vineyardglobaladvisors.com/hubfs/Brochures/Vineyard_Global_Advisors_Brochure.pdf?hsCtaTracking=4fc4177d-35a5-4ff5-b8bd-9bf26b1dd846%7C2364b653-e7d9-4741-acc3-0cd277ccab68&hsLang=en)
- [**Performance Analytics →**](https://www.vineyardglobaladvisors.com/risk-managed-income#popup-02)

#### Strategy Family – Income

- [**Russell 3000 Enhanced Dividend →**](https://www.vineyardglobaladvisors.com/russell-3000?hsLang=en)
- [**Dynamic Yield →**](https://www.vineyardglobaladvisors.com/dynamic-yield?hsLang=en)
- [**Global Fixed Income →**](https://www.vineyardglobaladvisors.com/global-fixed-income?hsLang=en)

[![Request for Proposal](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/19651629/e4c4385c-3cc6-4dd7-b5b6-099dc337e218.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/19651629/e4c4385c-3cc6-4dd7-b5b6-099dc337e218)

## Speak with a Vineyard Advisor

For more information on the Risk Managed Income Strategy, contact us.

[![Contact Us](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/19651629/92ea0020-5d24-4a58-b7b7-1d662befa0c7.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/19651629/92ea0020-5d24-4a58-b7b7-1d662befa0c7)

## Request Info

[![Connect with a Vineyard Advisor](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/19651629/5421f092-e4e2-4424-b5a2-b95b19667778.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/19651629/5421f092-e4e2-4424-b5a2-b95b19667778)

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9800 Mt. Pyramid Ct.   
Suite 400  
Englewood, CO 80112  
[info@vineyardglobaladvisors.com](mailto:info@vineyardglobaladvisors.com)

<https://www.linkedin.com/company/vineyard-global-advisors/>

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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](https://www.vineyardglobaladvisors.com/hubfs/VGA%20ADV2B.pdf?hsLang=en) and our Form CRS.<https://www.goodwood-consulting.com/>

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