OVERVIEW

CORE FIXED INCOME: Our most conservative portfolio with an objective toward principal protection.

The Proxy CORE FIXED INCOME portfolio is our most conservative portfolio.  Its investment objective is principal protection.  The portfolio manager constructs this portfolio considering the risks & market analysis of the fixed income (bond) markets. The investments in this portfolio are made using exchange traded funds (ETFs) designed to gain passive exposure to certain areas and sectors of the fixed income markets.  This portfolio should be considered by investors with a moderate or conservative risk profile.

WHERE DO WE FIT?

Where is CORE FIXED INCOME a good fit?

The CORE FIXED INCOME is designed for investors who:

Tactically managed portfolio using select ETFs.

Gain passive fixed income exposure considering bond market risks.

Seeking preservation of capital, moderate to low risk tolerance.

PORTFOLIO

Asset Class Breakdown

1 %
CASH
1 %
BOND
1 %
OTHER

GETTING STARTED

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A portfolio managed by our CORE FIXED INCOME fund model may be an excellent addition to your overall investment strategy. Before investing, it is always a good idea to check with your financial advisor to be sure that every decision you make for your financial future is the best it can be.

Proxy Financial is a registered investment advisor. Nor Proxy, nor its advisors are licensed in all States to offer services and securities. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.