The Phoenix Portfolio is designed to support current income needs by selecting fixed income securities with lower volatility.
The investment vehicles utilized range from ETFs to tactically managed mutual funds. Comprehensive research is administered by STAR including money managers’ tenure, performance record, maximum drawdown, and overall integrity of the firm they represent. Key factors for ETF selection are asset class exposure, index construction considerations, daily trading volume, and overall equity position. The principal goal of this approach is capital preservation.