Life happens. Expect the unexpected.
The War Chest represents the concept of building a reserve fund with a patient and steady approach. This strategy seeks to provide preservation of capital by investing in fixed income mutual funds which pursue income and limited volatility.
This strategy is suitable for investors with an ultra-conservative risk tolerance.
The preservation strategy contains a blend of fixed-income mutual funds designed for income and inflation protection. The strategy is comprised of 10 mutual funds holding hundreds of individual securities for maximum diversification. The funds utilized within the strategy are considered to be the best of breed, and were selected due to their performance, analyst ratings, long term track records, and quality of management. Each fund provides a unique approach within its category.
“Build a reserve fund with a patient and steady approach.”
100% 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.