Strategic Income

The SGL Strategic Income portfolio model is designed for the investor in search of current income and/or preservation of principal. The SGL Strategic Income portfolio primarily focuses is on taxable-income-generating debt instruments that the advisor believes may offer income or appreciation potential above that of the market and/or benchmark. This portfolio is actively managed for total return; bonds that have appreciated significantly and so therefore might no longer offer relative value going forward may be sold in the interest of more effectively deploying that capital. The primary focus of the Strategic Income portfolio is on U.S.-dollar denominated debt instruments.