Dynamic Equity Income / DEI

Investment Objective

Seeks to balance current income with the desire for income to grow over time with an emphasis on equities.

Implementation: Advantage

Stocks & ETFs

Implementation: ETF Advantage

ETFs Only

Benchmark

70% MSCI All Country World Index NR
30% Bloomberg Barclays US Aggregate Bond Index TR

Time Horizon

7 - 10 Years

Balanced Solution

Portfolio Overview

Seeks to provide attractive current income and potential for that income to grow over time primarily through investments in equity securities, with fixed income instruments used to supplement income and modestly dampen portfolio volatility.

The portfolio’s 7-10 year investment horizon typically results in an investment strategy concentrated in equity securities across multiple asset classes, including international equity securities (both developed and emerging market) and fixed income investments offering income and the potential to diversify some of the portfolio's equity investment risks. The portfolio is constructed by our asset allocation, security selection, and risk management processes.

INVESTOR OUTCOME

Sustain ~ More Aggressive

Goal: Prepare
Outcome: Growth/Income

Dynamic Equity Income seeks greater growth of capital by having more stocks and a more global portfolio compared to our portfolios that target shorter time horizons. It is best suited for investors who have a 7-10-year investment time horizon and are willing to accept larger swings in portfolio value in order to try and achieve greater returns.

Distribute ~ More Aggressive

Goal: Spend
Outcome: Income

Dynamic Equity Income is a higher risk option for investors in the distribution phase but is designed to deliver potentially higher returns over a 7-10 year holding period. Best suited for investors who are able to tolerate greater swings in portfolio value.