Protection
Pre-Retirement
Wealth Accumulation
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Managed Income
Managed Income is a multi-faceted strategy designed for clients seeking consistent, reliable short- and long-term income from a diversified, risk-budgeted portfolio of income-producing assets.
Each Managed Income client’s portfolio is divided into three segments, each with a different investment objective:
- income- or interest-generating investments for income and capital gains
- short-term corporate bonds for approaching income needs
- a money market fund for immediate income needs
The segments work in tandem to provide funds for immediate and future use, regardless of market conditions. The diversity of investment options in this flexible strategy allows CLS portfolio managers to easily adjust the portfolio in response to market changes. The client sets the systematic withdrawal and reserve bucket amounts based on individual income needs.
A tax-conscious Managed Income option is available for those investors with special tax considerations.
Managed Income is most suited for investors seeking:
- Reliability. The strategy provides high visibility and accessibility of funds for immediate or future use.
- Security. Monthly income is always available, regardless of market conditions.
- Flexibility. Adaptable investment allocation is tailored specifically to the client. He or she sets the systematic withdrawal amount and reserve bucket amounts.
- Consistency. The income- and interest-producing assets portion of the account is designed to provide a stream of returns, regardless of the economic landscape.
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