The Income portfolio is designed for the investor in search or current income and/or preservation of principle. The income portfolios consist of personally customized mix of fixed income investments. Some examples may include portfolios that consist of entirely FDIC insured certificates of deposits (CDs) or portfolios focused on tax advantaged income. Please feel free to contact us with your specific individual income requirements.

* Analysis current as of 09/19/09.

The Income portfolio class intuitively doesn't naturally lend itself to a asset allocation analysis as the portfolios within this group are comprised of entirely fixed income products. SGL has experience in creating FDIC insured CD portfolios for risk averse investors as well as tax advantaged portfolios for high net worth individuals and trusts.

SGL has also constructed fixed income portfolios designed to target a certain rate of return - e.g. "I need a bond portfolio that returns 5% annually" and/or portfolios that target a certain maturity and/or portfolios that meet ongoing income stream requirements. On a daily basis, we have access to a bond inventory that is comparable to much larger firms and are therefore able to offer expansive fixed income options and flexibility.

Please contact us to inquire as to how we can service your fixed income needs.