Redefining Financial Security — High Yield Strategy

Our High Yield program was rolled out in 2002 and was designed to solve a specific problem for our new clients. After the bear market of 2000-2003 many investors accounts were left with a fraction of their previous balances and now do not want the same stock market risk as before. Yet, they still need to earn 7% or more in order to meet their investment goals.

With long term bond yields below 5%, many investors are left with a “lose-lose” situation when it comes to the bond portion of their portfolio. If they buy long term bonds, they are locking in at the lowest interest rates in almost 50 years and if they wait for bonds yield to rise, their monies earn nothing during that time.

Our approach is to look at bonds from a broader perspective, please download the report “Searching for High Yield” for a better explanation of what types of bonds do well in different economic environments.

And as always, our bond program focuses on pay for performance, so clients never pay unnecessary fees during down or losing periods.

For more information please call 214-468-0100, ext. 201 or email info@hullcapital.com