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Current Income Portfolio

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This strategy is designed for investors who are focused on optimizing their bond portfolios for income. Clients who utilize this product invest in bonds primarily for the highest possible levels of coupons and interest income, while maintaining credit quality.  We utilize investment grade corporate bonds, mortgage-backed securities, agencies and preferred stocks to achieve the objective. 

CIP Investment Objectives:

Maximum Current Income
Positive Total Rates of Return
Principal Preservation
Monthly Cash Flows