Balfour Capital Group Launches Income Strategy Program for High Net Worth Individuals, Brokers, and Insurance Agents
Balfour Capital Group is thrilled to unveil our innovative Income Strategy Program, expertly designed under the leadership of our Chief Investment Officer, Steve Alain Lawrence. With over three decades of experience in investment strategies and electronic trading, Lawrence and his world-class team have crafted a product that caters to the growing needs of our clients amidst a rising interest rate environment.
?? A Diversified Portfolio Minimizing Risk
The Income Strategy Program aims to provide investors with a diversified portfolio of income-generating assets, while mitigating risk through the use of specific asset classes. Our unique investment strategy encompasses A-rated corporate bonds, the US Treasury market, foreign Treasuries, and foreign corporate bonds. We also employ an arbitrage strategy between the corporate bond market and the US Treasury market, invest in stock index futures, and incorporate synthetic contracts for futures deliverable CFDs.
?? Tailored Asset Allocation Based on Clients' Objectives
Understanding the importance of defining investment goals and risk tolerance, we allocate funds to each asset class in line with our clients' objectives, be it a steady income stream, capital preservation, or growth. Our CIO and his team meticulously select A-rated corporate bonds with 5 to 10-year maturities using a bond screener tool, execute arbitrage strategies, invest in stock index futures, and diversify our portfolio with US and foreign bonds. In addition, synthetic contracts for futures deliverable CFDs are added to benefit from price movements of commodities like gold or oil without owning the physical asset.
?? Expertise You Can Trust
By choosing Balfour Capital Group's Income Strategy Program, investors can enjoy a diversified portfolio of income-generating assets with minimized risk. With our CIO's proven track record of managing over $250 million, clients can trust their investments are in the hands of experts.
For more information on our Income Strategy Program, please visit our website or contact us directly.