The Rhino is a unique mix of a defensive and offensive animal; an imposing beast whose primary defense is its enormous size, but also has the capability to charge fast and fight hard.
The defensive side of the Rhino is represented by fixed income mutual funds that seek preservation of capital, comprising approximately 60% of this strategy. However, when necessary, a Rhino can act quickly and aggressively, like equity mutual funds that seek growth of capital, comprising approximately 40% of this strategy. This strategy is suitable for investors with a moderate-conservative risk tolerance.
“Be defensive and offensive. Charge fast and fight hard.”
60% Fixed Income
Equity and fixed income allocations are targets and may fluctuate within the ranges defined by the Investment Policy Statement.
Investing securities (including the models advertised herein) involves risk of loss. Further, depending on the different types of investments there may be varying degrees of rick. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.
The models advertised herein are not designed based on the individual needs of any one specific client or investor. In other words, it is not a customized strategy designed on the specific financial circumstances of the client. However, prior to opening an account using the advertised model, Cambridge will consult with you to determine if your financial objectives are appropriate for investing in the model. You are also provided the opportunity to place reasonable restrictions on the securities held in your account.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge is not affiliated with SmartPro Financial or Ramsey Solutions.