Income Strategies
Freeway High Income
A crafty name, as opposed to the Toll way, for this tax efficient version of our Retirement Income model designed specifically for taxable investment accounts. Preservation of capital is a constant priority while earning an average annual return that is competitive with the intermediate term US municipal bond market, net of all fees.
The Freeway High Income strategy primarily invests in national municipal bond mutual funds of all types but can also invest in corporate bond funds, specialty income funds, treasury bonds or funds that hedge against rising interest rates. All positions are fully liquid and held in accordance with our proprietary intermediate term tactical trading parameters.
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