Current Income Strategy

Current
Income

Current Income

  • Seeks to provide a sustainable and substantial income stream by maximizing annual cash flows while preserving capital.
  • Comprised of short- and intermediate-term, investment grade corporate debentures, agency obligations, and relatively liquid preferred securities. Risk controls via asset mix.
  • Clients benefit from individual security ownership, the ability to customize, and the flexibility to address specific tax concerns.
  • Managed in a benchmark agnostic fashion, CIP is diversified across industries, maturities and issuers with an initial target maximum of 4% per issuer.
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Roosevelt Investments