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Dividend driven

Premium Yield

The portfolio is designed to seek high dividend generation from holdings such as alternative investments and securities; designed for an investor who can withstand potential loss of principal.

Investment Focus

Percentage sign inside a clock symbolizing Yield Generation
Yield Generation
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Hand holiding USD money icon to symbolize debt

Strategy Description

This strategy seeks total return through growth with a primary focus on instruments with a strong yield advantage compared to traditional fixed income markets. Assets are typically invested in a combination of traditional debt with modest amounts of leverage and non-traditional debt securities with strong yield-oriented characteristics.


Typical # of Holdings: 13-17

Minimum Investment: $25,000

Inception: 05-01-2015

Portfolio Manager: David Young, CFA

Investment(s) Used

Trade Frequency
Mutual Funds
Dividend Driven
Moderate / High
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