Sustain ~ More Conservative
Investors who want some growth of capital and are especially anxious not to see significant swings in their portfolio value should consider CIB during the sustain phase. With a 30/70 benchmark between stocks and bonds this portfolio is designed with a ‘safety first’ mindset.
Distribute ~ More Conservative
Goal: Spend | Outcome: Income
With a 30/70 benchmark between stocks and bonds this portfolio is managed with a ‘safety first’ mindset. RiverShares Conservative Income Builder is designed for investors who have conservative assumptions built into their retirement plans and so do not need to reach for yield or returns.